Claro Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,376
| Closed | -$1.2M | – | 457 |
|
|
2025
Q1 | $1.2M | Sell |
13,376
-965
| -7% | -$86.7K | 0.16% | 120 |
|
|
2024
Q4 | $1.15M | Sell |
14,341
-3,245
| -18% | -$259K | 0.15% | 118 |
|
|
2024
Q3 | $1.58M | Buy |
17,586
+2,723
| +18% | +$245K | 0.2% | 96 |
|
|
2024
Q2 | $1.17M | Buy |
14,863
+1,236
| +9% | +$97.3K | 0.18% | 109 |
|
|
2024
Q1 | $1.19M | Buy |
13,627
+3,520
| +35% | +$307K | 0.21% | 105 |
|
|
2023
Q4 | $833K | Sell |
10,107
-2,780
| -22% | -$229K | 0.18% | 129 |
|
|
2023
Q3 | $1.01M | Buy |
12,887
+1,554
| +14% | +$122K | 0.25% | 92 |
|
|
2023
Q2 | $998K | Buy |
11,333
+1,604
| +16% | +$141K | 0.25% | 97 |
|
|
2023
Q1 | $784K | Buy |
9,729
+1,361
| +16% | +$110K | 0.23% | 104 |
|
|
2022
Q4 | $650K | Buy |
8,368
+2,255
| +37% | +$175K | 0.21% | 115 |
|
|
2022
Q3 | $549K | Hold |
6,113
| – | – | 0.22% | 118 |
|
|
2022
Q2 | $549K | Buy |
6,113
+1,682
| +38% | +$151K | 0.22% | 118 |
|
|
2022
Q1 | $458K | Hold |
4,431
| – | – | 0.16% | 149 |
|
|
2021
Q4 | $458K | Sell |
4,431
-576
| -12% | -$59.5K | 0.16% | 149 |
|
|
2021
Q3 | $628K | Buy |
5,007
+734
| +17% | +$92.1K | 0.26% | 106 |
|
|
2021
Q2 | $530K | Buy |
4,273
+278
| +7% | +$34.5K | 0.24% | 120 |
|
|
2021
Q1 | $472K | Buy |
3,995
+866
| +28% | +$102K | 0.24% | 119 |
|
|
2020
Q4 | $367K | Buy |
3,129
+61
| +2% | +$7.16K | 0.2% | 139 |
|
|
2020
Q3 | $319K | Buy |
3,068
+388
| +14% | +$40.3K | 0.2% | 134 |
|
|
2020
Q2 | $246K | Buy |
2,680
+177
| +7% | +$16.2K | 0.17% | 151 |
|
|
2020
Q1 | $226K | Buy |
2,503
+118
| +5% | +$10.7K | 0.21% | 138 |
|
|
2019
Q4 | $271K | Sell |
2,385
-85
| -3% | -$9.66K | 0.21% | 127 |
|
|
2019
Q3 | $268K | Buy |
2,470
+70
| +3% | +$7.6K | 0.24% | 126 |
|
|
2019
Q2 | $234K | Buy |
2,400
+136
| +6% | +$13.3K | 0.22% | 135 |
|
|
2019
Q1 | $206K | Buy |
2,264
+42
| +2% | +$3.82K | 0.2% | 140 |
|
|
2018
Q4 | $219K | Buy |
+2,222
| New | +$219K | 0.18% | 122 |
|