Excalibur Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $326K | Buy |
3,735
+1
| +0% | +$87 | 0.12% | 128 |
|
2025
Q1 | $336K | Buy |
3,734
+6
| +0.2% | +$539 | 0.13% | 127 |
|
2024
Q4 | $298K | Buy |
3,728
+1
| +0% | +$80 | 0.12% | 135 |
|
2024
Q3 | $336K | Buy |
3,727
+54
| +1% | +$4.86K | 0.13% | 134 |
|
2024
Q2 | $289K | Hold |
3,673
| – | – | 0.12% | 135 |
|
2024
Q1 | $320K | Sell |
3,673
-9
| -0.2% | -$784 | 0.14% | 123 |
|
2023
Q4 | $306K | Buy |
3,682
+545
| +17% | +$45.2K | 0.14% | 122 |
|
2023
Q3 | $246K | Buy |
3,137
+64
| +2% | +$5.02K | 0.13% | 130 |
|
2023
Q2 | $271K | Buy |
3,073
+15
| +0.5% | +$1.32K | 0.14% | 127 |
|
2023
Q1 | $247K | Hold |
3,058
| – | – | 0.13% | 135 |
|
2022
Q4 | $238K | Buy |
3,058
+425
| +16% | +$33K | 0.12% | 133 |
|
2022
Q3 | $213K | Buy |
2,633
+69
| +3% | +$5.58K | 0.12% | 134 |
|
2022
Q2 | $230K | Buy |
2,564
+40
| +2% | +$3.59K | 0.12% | 133 |
|
2022
Q1 | $280K | Buy |
2,524
+11
| +0.4% | +$1.22K | 0.12% | 133 |
|
2021
Q4 | $260K | Buy |
2,513
+27
| +1% | +$2.79K | 0.1% | 140 |
|
2021
Q3 | $312K | Buy |
2,486
+62
| +3% | +$7.78K | 0.14% | 125 |
|
2021
Q2 | $301K | Sell |
2,424
-55
| -2% | -$6.83K | 0.14% | 126 |
|
2021
Q1 | $293K | Hold |
2,479
| – | – | 0.14% | 125 |
|
2020
Q4 | $290K | Hold |
2,479
| – | – | 0.16% | 115 |
|
2020
Q3 | $258K | Sell |
2,479
-135
| -5% | -$14.1K | 0.16% | 108 |
|
2020
Q2 | $240K | Sell |
2,614
-6
| -0.2% | -$551 | 0.16% | 102 |
|
2020
Q1 | $236K | Buy |
2,620
+94
| +4% | +$8.47K | 0.18% | 95 |
|
2019
Q4 | $287K | Buy |
+2,526
| New | +$287K | 0.19% | 86 |
|