DCM Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,168
| Closed | -$450K | – | 66 |
|
|
2024
Q1 | $450K | Sell |
5,168
-4,075
| -44% | -$355K | 0.19% | 52 |
|
|
2023
Q4 | $761K | Sell |
9,243
-224
| -2% | -$18.5K | 0.27% | 53 |
|
|
2023
Q3 | $742K | Sell |
9,467
-555
| -6% | -$43.5K | 0.34% | 48 |
|
|
2023
Q2 | $883K | Hold |
10,022
| – | – | 0.38% | 44 |
|
|
2023
Q1 | $808K | Sell |
10,022
-60
| -0.6% | -$4.84K | 0.38% | 46 |
|
|
2022
Q4 | $784K | Sell |
10,082
-714
| -7% | -$55.5K | 0.38% | 47 |
|
|
2022
Q3 | $872K | Buy |
10,796
+1,584
| +17% | +$128K | 0.44% | 54 |
|
|
2022
Q2 | $827K | Buy |
9,212
+473
| +5% | +$42.5K | 0.36% | 79 |
|
|
2022
Q1 | $969K | Sell |
8,739
-249
| -3% | -$27.6K | 0.34% | 77 |
|
|
2021
Q4 | $930K | Buy |
+8,988
| New | +$930K | 0.27% | 89 |
|