D.B. Root & Company’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,473
| Closed | -$303K | – | 191 |
|
|
2024
Q1 | $303K | Sell |
3,473
-1,173
| -25% | -$100K | 0.1% | 150 |
|
|
2023
Q4 | $383K | Sell |
4,646
-2,624
| -36% | -$200K | 0.14% | 128 |
|
|
2023
Q3 | $570K | Buy |
7,270
+114
| +2% | +$9.54K | 0.22% | 105 |
|
|
2023
Q2 | $630K | Buy |
7,156
+3,675
| +106% | +$316K | 0.24% | 101 |
|
|
2023
Q1 | $281K | Buy |
3,481
+423
| +14% | +$34.5K | 0.11% | 149 |
|
|
2022
Q4 | $238K | Sell |
3,058
-122
| -4% | -$9.89K | 0.1% | 148 |
|
|
2022
Q3 | $256K | Buy |
3,180
+22
| +0.7% | +$1.98K | 0.12% | 144 |
|
|
2022
Q2 | $283K | Buy |
3,158
+237
| +8% | +$24K | 0.12% | 148 |
|
|
2022
Q1 | $324K | Sell |
2,921
-100
| -3% | -$10.6K | 0.12% | 152 |
|
|
2021
Q4 | $312K | Buy |
3,021
+72
| +2% | +$8.34K | 0.11% | 161 |
|
|
2021
Q3 | $369K | Sell |
2,949
-566
| -16% | -$73.3K | 0.14% | 153 |
|
|
2021
Q2 | $436K | Sell |
3,515
-625
| -15% | -$78.5K | 0.16% | 155 |
|
|
2021
Q1 | $489K | Sell |
4,140
-39
| -0.9% | -$4.57K | 0.19% | 137 |
|
|
2020
Q4 | $489K | Buy |
4,179
+9
| +0.2% | +$991 | 0.2% | 132 |
|
|
2020
Q3 | $433K | Sell |
4,170
-12
| -0.3% | -$1.21K | 0.17% | 135 |
|
|
2020
Q2 | $383K | Sell |
4,182
-57
| -1% | -$5.47K | 0.17% | 143 |
|
|
2020
Q1 | $382K | Sell |
4,239
-6,751
| -61% | -$718K | 0.19% | 127 |
|
|
2019
Q4 | $1.25M | Sell |
10,990
-1,195
| -10% | -$131K | 0.55% | 41 |
|
|
2019
Q3 | $1.32M | Sell |
12,185
-685
| -5% | -$71.5K | 0.62% | 35 |
|
|
2019
Q2 | $1.25M | Sell |
12,870
-92
| -0.7% | -$8.4K | 0.56% | 41 |
|
|
2019
Q1 | $1.18M | Sell |
12,962
-250
| -2% | -$22.4K | 0.5% | 51 |
|
|
2018
Q4 | $1.2M | Buy |
13,212
+45
| +0.3% | +$4.21K | 0.6% | 50 |
|
|
2018
Q3 | $1.29M | Sell |
13,167
-348
| -3% | -$32.2K | 0.57% | 47 |
|
|
2018
Q2 | $1.16M | Buy |
13,515
+564
| +4% | +$47.1K | 0.55% | 56 |
|
|
2018
Q1 | $1.04M | Buy |
+12,951
| New | +$1.07M | 0.55% | 57 |
|
Other funds holding MDT
