Dorchester Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,072
| Closed | -$547K | – | 159 |
|
|
2024
Q3 | $547K | Buy |
6,072
+175
| +3% | +$15.8K | 0.1% | 92 |
|
|
2024
Q2 | $464K | Buy |
5,897
+242
| +4% | +$19K | 0.09% | 100 |
|
|
2024
Q1 | $493K | Buy |
5,655
+850
| +18% | +$74.1K | 0.09% | 110 |
|
|
2023
Q4 | $396K | Buy |
4,805
+152
| +3% | +$12.5K | 0.07% | 113 |
|
|
2023
Q3 | $365K | Buy |
4,653
+150
| +3% | +$11.8K | 0.07% | 115 |
|
|
2023
Q2 | $397K | Buy |
4,503
+1,220
| +37% | +$107K | 0.08% | 108 |
|
|
2023
Q1 | $265K | Buy |
3,283
+164
| +5% | +$13.2K | 0.05% | 131 |
|
|
2022
Q4 | $242K | Buy |
3,119
+215
| +7% | +$16.7K | 0.06% | 129 |
|
|
2022
Q3 | $234K | Hold |
2,904
| – | – | 0.05% | 134 |
|
|
2022
Q2 | $261K | Buy |
2,904
+990
| +52% | +$89K | 0.05% | 131 |
|
|
2022
Q1 | $265K | Buy |
+1,914
| New | +$265K | 0.04% | 139 |
|
|
2021
Q4 | – | Sell |
-1,841
| Closed | -$231K | – | 155 |
|
|
2021
Q3 | $231K | Sell |
1,841
-507
| -22% | -$63.6K | 0.06% | 131 |
|
|
2021
Q2 | $291K | Buy |
2,348
+18
| +0.8% | +$2.23K | 0.07% | 130 |
|
|
2021
Q1 | $275K | Buy |
2,330
+463
| +25% | +$54.6K | 0.07% | 124 |
|
|
2020
Q4 | $219K | Buy |
+1,867
| New | +$219K | 0.06% | 132 |
|
|
2020
Q1 | – | Sell |
-2,162
| Closed | -$245K | – | 127 |
|
|
2019
Q4 | $245K | Buy |
2,162
+114
| +6% | +$12.9K | 0.07% | 110 |
|
|
2019
Q3 | $222K | Buy |
+2,048
| New | +$222K | 0.07% | 114 |
|