Cedar Brook Financial Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,354
| Closed | -$379K | – | 255 |
|
|
2024
Q1 | $379K | Sell |
4,354
-1
| -0% | -$87 | 0.08% | 265 |
|
|
2023
Q4 | $379K | Sell |
4,355
-190
| -4% | -$16.5K | 0.08% | 236 |
|
|
2023
Q3 | $356K | Sell |
4,545
-12
| -0.3% | -$940 | 0.09% | 219 |
|
|
2023
Q2 | $401K | Sell |
4,557
-15
| -0.3% | -$1.32K | 0.1% | 217 |
|
|
2023
Q1 | $369K | Buy |
4,572
+539
| +13% | +$43.5K | 0.09% | 233 |
|
|
2022
Q4 | $313K | Buy |
4,033
+84
| +2% | +$6.53K | 0.09% | 259 |
|
|
2022
Q3 | $319K | Buy |
3,949
+313
| +9% | +$25.3K | 0.1% | 231 |
|
|
2022
Q2 | $326K | Sell |
3,636
-102
| -3% | -$9.15K | 0.1% | 226 |
|
|
2022
Q1 | $415K | Sell |
3,738
-342
| -8% | -$38K | 0.11% | 209 |
|
|
2021
Q4 | $422K | Buy |
4,080
+1,154
| +39% | +$119K | 0.11% | 210 |
|
|
2021
Q3 | $367K | Sell |
2,926
-1,460
| -33% | -$183K | 0.11% | 212 |
|
|
2021
Q2 | $544K | Buy |
4,386
+112
| +3% | +$13.9K | 0.16% | 166 |
|
|
2021
Q1 | $505K | Buy |
4,274
+108
| +3% | +$12.8K | 0.17% | 143 |
|
|
2020
Q4 | $488K | Buy |
4,166
+139
| +3% | +$16.3K | 0.17% | 141 |
|
|
2020
Q3 | $418K | Buy |
4,027
+208
| +5% | +$21.6K | 0.16% | 157 |
|
|
2020
Q2 | $350K | Sell |
3,819
-102
| -3% | -$9.35K | 0.16% | 167 |
|
|
2020
Q1 | $354K | Buy |
3,921
+16
| +0.4% | +$1.45K | 0.2% | 151 |
|
|
2019
Q4 | $443K | Buy |
3,905
+69
| +2% | +$7.83K | 0.19% | 148 |
|
|
2019
Q3 | $417K | Buy |
3,836
+233
| +6% | +$25.3K | 0.18% | 169 |
|
|
2019
Q2 | $351K | Buy |
3,603
+36
| +1% | +$3.51K | 0.16% | 180 |
|
|
2019
Q1 | $325K | Sell |
3,567
-190
| -5% | -$17.3K | 0.16% | 190 |
|
|
2018
Q4 | $342K | Buy |
+3,757
| New | +$342K | 0.21% | 158 |
|