Coastwise Capital Group’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $523K | Hold |
6,000
| – | – | 0.42% | 57 |
|
2025
Q1 | $539K | Sell |
6,000
-300
| -5% | -$27K | 0.45% | 59 |
|
2024
Q4 | $503K | Sell |
6,300
-200
| -3% | -$16K | 0.4% | 62 |
|
2024
Q3 | $585K | Buy |
6,500
+1,100
| +20% | +$99K | 0.48% | 59 |
|
2024
Q2 | $425K | Hold |
5,400
| – | – | 0.4% | 65 |
|
2024
Q1 | $471K | Buy |
5,400
+10
| +0.2% | +$872 | 0.44% | 66 |
|
2023
Q4 | $444K | Buy |
5,390
+690
| +15% | +$56.8K | 0.45% | 62 |
|
2023
Q3 | $368K | Buy |
4,700
+2,200
| +88% | +$172K | 0.42% | 68 |
|
2023
Q2 | $220K | Hold |
2,500
| – | – | 0.25% | 103 |
|
2023
Q1 | $202K | Buy |
+2,500
| New | +$202K | 0.23% | 109 |
|