Crewe 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 | $23.8K | Sell |
273
-25
| -8% | -$2.18K | ﹤0.01% | 350 |
|
2025
Q1 | $26.8K | Buy |
298
+51
| +21% | +$4.58K | ﹤0.01% | 316 |
|
2024
Q4 | $19.7K | Sell |
247
-1,157
| -82% | -$92.4K | ﹤0.01% | 355 |
|
2024
Q3 | $126K | Hold |
1,404
| – | – | 0.01% | 199 |
|
2024
Q2 | $111K | Sell |
1,404
-75
| -5% | -$5.9K | 0.01% | 256 |
|
2024
Q1 | $129K | Buy |
+1,479
| New | +$129K | 0.02% | 236 |
|
2023
Q3 | – | Sell |
-426
| Closed | -$37.5K | – | 790 |
|
2023
Q2 | $37.5K | Sell |
426
-637
| -60% | -$56.1K | 0.01% | 294 |
|
2023
Q1 | $85.7K | Sell |
1,063
-376
| -26% | -$30.3K | 0.01% | 245 |
|
2022
Q4 | $112K | Buy |
1,439
+73
| +5% | +$5.67K | 0.02% | 208 |
|
2022
Q3 | $110K | Buy |
1,366
+169
| +14% | +$13.6K | 0.02% | 213 |
|
2022
Q2 | $107K | Buy |
1,197
+737
| +160% | +$65.9K | 0.02% | 202 |
|
2022
Q1 | $51K | Hold |
460
| – | – | 0.01% | 223 |
|
2021
Q4 | $48K | Buy |
460
+296
| +180% | +$30.9K | 0.01% | 189 |
|
2021
Q3 | $21K | Sell |
164
-40
| -20% | -$5.12K | 0.01% | 209 |
|
2021
Q2 | $25K | Sell |
204
-65
| -24% | -$7.97K | 0.01% | 204 |
|
2021
Q1 | $32K | Hold |
269
| – | – | 0.01% | 181 |
|
2020
Q4 | $32K | Sell |
269
-30
| -10% | -$3.57K | 0.01% | 168 |
|
2020
Q3 | $31K | Buy |
+299
| New | +$31K | 0.01% | 156 |
|
2020
Q1 | – | Sell |
-30
| Closed | -$3K | – | 222 |
|
2019
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 222 |
|
2019
Q3 | – | Sell |
-6
| Closed | -$1K | – | 281 |
|
2019
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 288 |
|
2019
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 234 |
|