Eads & Heald 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 |
-3,306
| Closed | -$298K | – | 140 |
|
|
2024
Q3 | $298K | Sell |
3,306
-640
| -16% | -$57.7K | 0.14% | 124 |
|
|
2024
Q2 | $311K | Sell |
3,946
-1,352
| -26% | -$107K | 0.15% | 120 |
|
|
2024
Q1 | $462K | Sell |
5,298
-1,188
| -18% | -$104K | 0.22% | 115 |
|
|
2023
Q4 | $534K | Sell |
6,486
-150
| -2% | -$12.4K | 0.26% | 110 |
|
|
2023
Q3 | $520K | Sell |
6,636
-75
| -1% | -$5.88K | 0.27% | 107 |
|
|
2023
Q2 | $591K | Sell |
6,711
-439
| -6% | -$38.7K | 0.29% | 102 |
|
|
2023
Q1 | $576K | Sell |
7,150
-863
| -11% | -$69.5K | 0.29% | 107 |
|
|
2022
Q4 | $623K | Sell |
8,013
-1,770
| -18% | -$138K | 0.32% | 101 |
|
|
2022
Q3 | $790K | Buy |
9,783
+77
| +0.8% | +$6.22K | 0.45% | 91 |
|
|
2022
Q2 | $871K | Buy |
9,706
+10
| +0.1% | +$897 | 0.47% | 88 |
|
|
2022
Q1 | $1.08M | Sell |
9,696
-220
| -2% | -$24.4K | 0.5% | 88 |
|
|
2021
Q4 | $1.03M | Buy |
9,916
+235
| +2% | +$24.3K | 0.45% | 90 |
|
|
2021
Q3 | $1.21M | Buy |
9,681
+35
| +0.4% | +$4.39K | 0.59% | 84 |
|
|
2021
Q2 | $1.2M | Sell |
9,646
-140
| -1% | -$17.4K | 0.58% | 82 |
|
|
2021
Q1 | $1.16M | Buy |
9,786
+96
| +1% | +$11.3K | 0.59% | 80 |
|
|
2020
Q4 | $1.14M | Buy |
9,690
+40
| +0.4% | +$4.69K | 0.61% | 76 |
|
|
2020
Q3 | $1M | Sell |
9,650
-1,446
| -13% | -$150K | 0.6% | 75 |
|
|
2020
Q2 | $1.02M | Sell |
11,096
-33
| -0.3% | -$3.03K | 0.62% | 74 |
|
|
2020
Q1 | $1M | Buy |
11,129
+7,285
| +190% | +$657K | 0.71% | 66 |
|
|
2019
Q4 | $436K | Buy |
3,844
+9
| +0.2% | +$1.02K | 0.23% | 113 |
|
|
2019
Q3 | $417K | Sell |
3,835
-295
| -7% | -$32.1K | 0.23% | 109 |
|
|
2019
Q2 | $402K | Sell |
4,130
-80
| -2% | -$7.79K | 0.23% | 112 |
|
|
2019
Q1 | $383K | Hold |
4,210
| – | – | 0.22% | 112 |
|
|
2018
Q4 | $383K | Hold |
4,210
| – | – | 0.26% | 110 |
|
|
2018
Q3 | $414K | Sell |
4,210
-235
| -5% | -$23.1K | 0.24% | 110 |
|
|
2018
Q2 | $381K | Buy |
4,445
+920
| +26% | +$78.9K | 0.23% | 111 |
|
|
2018
Q1 | $283K | Buy |
+3,525
| New | +$283K | 0.18% | 117 |
|