Cedar Brook Financial Partners’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,354
Closed -$379K 255
2024
Q1
$379K Sell
4,354
-1
-0% -$85 0.08% 265
2023
Q4
$379K Sell
4,355
-190
-4% -$14.5K 0.08% 236
2023
Q3
$356K Sell
4,545
-12
-0.3% -$1K 0.09% 219
2023
Q2
$401K Sell
4,557
-15
-0.3% -$1.29K 0.1% 217
2023
Q1
$369K Buy
4,572
+539
+13% +$43.9K 0.09% 233
2022
Q4
$313K Buy
4,033
+84
+2% +$6.81K 0.09% 259
2022
Q3
$319K Buy
3,949
+313
+9% +$28.1K 0.1% 231
2022
Q2
$326K Sell
3,636
-102
-3% -$10.3K 0.1% 226
2022
Q1
$415K Sell
3,738
-342
-8% -$36.1K 0.11% 209
2021
Q4
$422K Buy
4,080
+1,154
+39% +$134K 0.11% 210
2021
Q3
$367K Sell
2,926
-1,460
-33% -$189K 0.11% 212
2021
Q2
$544K Buy
4,386
+112
+3% +$14.1K 0.16% 166
2021
Q1
$505K Buy
4,274
+108
+3% +$12.7K 0.17% 143
2020
Q4
$488K Buy
4,166
+139
+3% +$15.3K 0.17% 141
2020
Q3
$418K Buy
4,027
+208
+5% +$20.9K 0.16% 157
2020
Q2
$350K Sell
3,819
-102
-3% -$9.78K 0.16% 167
2020
Q1
$354K Buy
3,921
+16
+0.4% +$1.7K 0.2% 151
2019
Q4
$443K Buy
3,905
+69
+2% +$7.57K 0.19% 148
2019
Q3
$417K Buy
3,836
+233
+6% +$24.3K 0.18% 169
2019
Q2
$351K Buy
3,603
+36
+1% +$3.29K 0.16% 180
2019
Q1
$325K Sell
3,567
-190
-5% -$17K 0.16% 190
2018
Q4
$342K Buy
+3,757
New +$351K 0.21% 158

Other funds holding MDT