Charter Oak Capital Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.52M | Sell |
17,451
-236
| -1% | -$20.6K | 0.13% | 58 |
|
2025
Q1 | $1.59M | Sell |
17,687
-210
| -1% | -$18.9K | 0.15% | 52 |
|
2024
Q4 | $1.43M | Sell |
17,897
-736
| -4% | -$58.8K | 0.13% | 57 |
|
2024
Q3 | $1.68M | Buy |
18,633
+553
| +3% | +$49.8K | 0.16% | 51 |
|
2024
Q2 | $1.42M | Sell |
18,080
-255
| -1% | -$20.1K | 0.15% | 55 |
|
2024
Q1 | $1.6M | Buy |
18,335
+265
| +1% | +$23.1K | 0.17% | 50 |
|
2023
Q4 | $1.49M | Buy |
18,070
+6
| +0% | +$494 | 0.18% | 47 |
|
2023
Q3 | $1.42M | Sell |
18,064
-61
| -0.3% | -$4.78K | 0.19% | 48 |
|
2023
Q2 | $1.6M | Buy |
18,125
+8
| +0% | +$705 | 0.21% | 50 |
|
2023
Q1 | $1.46M | Sell |
18,117
-209
| -1% | -$16.9K | 0.2% | 53 |
|
2022
Q4 | $1.42M | Sell |
18,326
-50
| -0.3% | -$3.89K | 0.21% | 52 |
|
2022
Q3 | $1.48M | Sell |
18,376
-245
| -1% | -$19.8K | 0.24% | 50 |
|
2022
Q2 | $1.67M | Buy |
18,621
+4
| +0% | +$359 | 0.23% | 50 |
|
2022
Q1 | $2.07M | Sell |
18,617
-146
| -0.8% | -$16.2K | 0.25% | 47 |
|
2021
Q4 | $1.94M | Buy |
18,763
+4
| +0% | +$414 | 0.23% | 48 |
|
2021
Q3 | $2.35M | Buy |
18,759
+208
| +1% | +$26.1K | 0.29% | 42 |
|
2021
Q2 | $2.3M | Buy |
18,551
+23
| +0.1% | +$2.86K | 0.3% | 41 |
|
2021
Q1 | $2.19M | Buy |
18,528
+3
| +0% | +$354 | 0.31% | 40 |
|
2020
Q4 | $2.17M | Buy |
+18,525
| New | +$2.17M | 0.33% | 39 |
|