Financial Advocates Investment Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,039
| Closed | -$250K | – | 774 |
|
|
2023
Q4 | $250K | Sell |
3,039
-3,886
| -56% | -$320K | 0.02% | 626 |
|
|
2023
Q3 | $543K | Buy |
6,925
+319
| +5% | +$25K | 0.04% | 389 |
|
|
2023
Q2 | $582K | Buy |
6,606
+169
| +3% | +$14.9K | 0.04% | 366 |
|
|
2023
Q1 | $519K | Sell |
6,437
-25
| -0.4% | -$2.02K | 0.04% | 414 |
|
|
2022
Q4 | $502K | Buy |
6,462
+3,966
| +159% | +$308K | 0.04% | 446 |
|
|
2022
Q3 | $201K | Sell |
2,496
-1,832
| -42% | -$148K | 0.02% | 683 |
|
|
2022
Q2 | $389K | Buy |
4,328
+473
| +12% | +$42.5K | 0.03% | 445 |
|
|
2022
Q1 | $428K | Sell |
3,855
-81,745
| -95% | -$9.08M | 0.03% | 479 |
|
|
2021
Q4 | $1.93M | Buy |
85,600
+79,807
| +1,378% | +$1.8M | 0.12% | 199 |
|
|
2021
Q3 | $726K | Buy |
5,793
+177
| +3% | +$22.2K | 0.05% | 388 |
|
|
2021
Q2 | $697K | Sell |
5,616
-3,852
| -41% | -$478K | 0.05% | 390 |
|
|
2021
Q1 | $1.11M | Sell |
9,468
-2,527
| -21% | -$297K | 0.08% | 283 |
|
|
2020
Q4 | $1.41M | Buy |
11,995
+2,385
| +25% | +$279K | 0.1% | 236 |
|
|
2020
Q3 | $998K | Buy |
9,610
+1,859
| +24% | +$193K | 0.09% | 241 |
|
|
2020
Q2 | $711K | Buy |
7,751
+33
| +0.4% | +$3.03K | 0.07% | 286 |
|
|
2020
Q1 | $696K | Buy |
7,718
+282
| +4% | +$25.4K | 0.1% | 222 |
|
|
2019
Q4 | $844K | Buy |
7,436
+4,649
| +167% | +$528K | 0.09% | 229 |
|
|
2019
Q3 | $303K | Sell |
2,787
-47
| -2% | -$5.11K | 0.03% | 375 |
|
|
2019
Q2 | $276K | Sell |
2,834
-58
| -2% | -$5.65K | 0.03% | 379 |
|
|
2019
Q1 | $263K | Sell |
2,892
-63
| -2% | -$5.73K | 0.03% | 382 |
|
|
2018
Q4 | $269K | Sell |
2,955
-269
| -8% | -$24.5K | 0.04% | 357 |
|
|
2018
Q3 | $317K | Sell |
3,224
-5
| -0.2% | -$492 | 0.04% | 377 |
|
|
2018
Q2 | $278K | Sell |
3,229
-806
| -20% | -$69.4K | 0.03% | 386 |
|
|
2018
Q1 | $323K | Buy |
4,035
+1,206
| +43% | +$96.5K | 0.04% | 353 |
|
|
2017
Q4 | $228K | Buy |
+2,829
| New | +$228K | 0.03% | 421 |
|