CPIA
Cornell Pochily Investment Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,751
| Closed | -$248K | – | 177 |
|
|
2024
Q3 | $248K | Sell |
2,751
-248
| -8% | -$22.3K | 0.09% | 161 |
|
|
2024
Q2 | $236K | Sell |
2,999
-280
| -9% | -$22K | 0.09% | 157 |
|
|
2024
Q1 | $286K | Sell |
3,279
-1,252
| -28% | -$109K | 0.11% | 144 |
|
|
2023
Q4 | $373K | Sell |
4,531
-1,663
| -27% | -$137K | 0.15% | 129 |
|
|
2023
Q3 | $485K | Buy |
6,194
+11
| +0.2% | +$862 | 0.21% | 106 |
|
|
2023
Q2 | $545K | Sell |
6,183
-144
| -2% | -$12.7K | 0.22% | 104 |
|
|
2023
Q1 | $510K | Buy |
6,327
+1
| +0% | +$81 | 0.22% | 108 |
|
|
2022
Q4 | $492K | Sell |
6,326
-1,121
| -15% | -$87.1K | 0.22% | 108 |
|
|
2022
Q3 | $601K | Buy |
7,447
+30
| +0.4% | +$2.42K | 0.26% | 97 |
|
|
2022
Q2 | $666K | Buy |
7,417
+239
| +3% | +$21.5K | 0.3% | 93 |
|
|
2022
Q1 | $796K | Buy |
7,178
+260
| +4% | +$28.8K | 0.31% | 89 |
|
|
2021
Q4 | $716K | Sell |
6,918
-319
| -4% | -$33K | 0.28% | 91 |
|
|
2021
Q3 | $907K | Buy |
7,237
+84
| +1% | +$10.5K | 0.39% | 74 |
|
|
2021
Q2 | $888K | Sell |
7,153
-786
| -10% | -$97.6K | 0.39% | 70 |
|
|
2021
Q1 | $938K | Sell |
7,939
-297
| -4% | -$35.1K | 0.45% | 61 |
|
|
2020
Q4 | $965K | Buy |
8,236
+268
| +3% | +$31.4K | 0.46% | 59 |
|
|
2020
Q3 | $828K | Buy |
7,968
+43
| +0.5% | +$4.47K | 0.47% | 61 |
|
|
2020
Q2 | $727K | Buy |
7,925
+41
| +0.5% | +$3.76K | 0.45% | 61 |
|
|
2020
Q1 | $712K | Buy |
7,884
+261
| +3% | +$23.6K | 0.53% | 57 |
|
|
2019
Q4 | $865K | Sell |
7,623
-196
| -3% | -$22.2K | 0.52% | 54 |
|
|
2019
Q3 | $849K | Buy |
7,819
+46
| +0.6% | +$5K | 0.54% | 56 |
|
|
2019
Q2 | $757 | Buy |
7,773
+779
| +11% | +$76 | 0.19% | 67 |
|
|
2019
Q1 | $637K | Buy |
6,994
+1,432
| +26% | +$130K | 0.43% | 62 |
|
|
2018
Q4 | $506K | Buy |
5,562
+676
| +14% | +$61.5K | 0.33% | 81 |
|
|
2018
Q3 | $480K | Buy |
4,886
+446
| +10% | +$43.8K | 0.33% | 79 |
|
|
2018
Q2 | $380K | Buy |
4,440
+290
| +7% | +$24.8K | 0.26% | 91 |
|
|
2018
Q1 | $329K | Buy |
+4,150
| New | +$329K | 0.23% | 96 |
|