First Personal Financial Services’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $140K | Sell |
1,553
-157
| -9% | -$14.1K | 0.03% | 142 |
|
2024
Q2 | $135K | Sell |
1,710
-333
| -16% | -$26.2K | 0.03% | 139 |
|
2024
Q1 | $178K | Sell |
2,043
-175
| -8% | -$15.3K | 0.04% | 121 |
|
2023
Q4 | $183K | Hold |
2,218
| – | – | 0.04% | 119 |
|
2023
Q3 | $174K | Sell |
2,218
-170
| -7% | -$13.3K | 0.05% | 116 |
|
2023
Q2 | $210K | Hold |
2,388
| – | – | 0.05% | 109 |
|
2023
Q1 | $193K | Sell |
2,388
-724
| -23% | -$58.4K | 0.05% | 113 |
|
2022
Q4 | $242K | Hold |
3,112
| – | – | 0.07% | 105 |
|
2022
Q3 | $251K | Buy |
3,112
+443
| +17% | +$35.7K | 0.07% | 105 |
|
2022
Q2 | $240K | Hold |
2,669
| – | – | 0.07% | 100 |
|
2022
Q1 | $296K | Sell |
2,669
-237
| -8% | -$26.3K | 0.07% | 103 |
|
2021
Q4 | $301K | Buy |
2,906
+175
| +6% | +$18.1K | 0.07% | 105 |
|
2021
Q3 | $342K | Hold |
2,731
| – | – | 0.09% | 98 |
|
2021
Q2 | $339K | Buy |
2,731
+206
| +8% | +$25.6K | 0.09% | 99 |
|
2021
Q1 | $299K | Sell |
2,525
-200
| -7% | -$23.7K | 0.08% | 102 |
|
2020
Q4 | $319K | Sell |
2,725
-152
| -5% | -$17.8K | 0.09% | 94 |
|
2020
Q3 | $299K | Sell |
2,877
-152
| -5% | -$15.8K | 0.1% | 93 |
|
2020
Q2 | $277K | Hold |
3,029
| – | – | 0.09% | 93 |
|
2020
Q1 | $273K | Sell |
3,029
-495
| -14% | -$44.6K | 0.11% | 92 |
|
2019
Q4 | $400K | Sell |
3,524
-1,184
| -25% | -$134K | 0.13% | 91 |
|
2019
Q3 | $512K | Sell |
4,708
-850
| -15% | -$92.4K | 0.16% | 87 |
|
2019
Q2 | $541K | Sell |
5,558
-488
| -8% | -$47.5K | 0.15% | 112 |
|
2019
Q1 | $551K | Sell |
6,046
-100
| -2% | -$9.11K | 0.17% | 111 |
|
2018
Q4 | $559K | Buy |
6,146
+80
| +1% | +$7.28K | 0.19% | 102 |
|
2018
Q3 | $597K | Sell |
6,066
-61
| -1% | -$6K | 0.19% | 106 |
|
2018
Q2 | $524K | Sell |
6,127
-71,859
| -92% | -$6.15M | 0.18% | 112 |
|
2018
Q1 | $6.26M | Sell |
77,986
-2,813
| -3% | -$226K | 1.37% | 17 |
|
2017
Q4 | $6.52M | Sell |
80,799
-668
| -0.8% | -$53.9K | 1.27% | 19 |
|
2017
Q3 | $6.34M | Sell |
81,467
-118
| -0.1% | -$9.18K | 1.34% | 20 |
|
2017
Q2 | $7.24M | Sell |
81,585
-1,322
| -2% | -$117K | 1.59% | 12 |
|
2017
Q1 | $6.68M | Sell |
82,907
-764
| -0.9% | -$61.5K | 1.6% | 10 |
|
2016
Q4 | $5.96M | Buy |
83,671
+4,973
| +6% | +$354K | 1.57% | 10 |
|
2016
Q3 | $6.8M | Buy |
78,698
+12,476
| +19% | +$1.08M | 1.98% | 6 |
|
2016
Q2 | $5.75M | Buy |
66,222
+55,048
| +493% | +$4.78M | 1.96% | 5 |
|
2016
Q1 | $838K | Sell |
11,174
-677
| -6% | -$50.8K | 0.41% | 64 |
|
2015
Q4 | $911K | Sell |
11,851
-438
| -4% | -$33.7K | 0.51% | 61 |
|
2015
Q3 | $824K | Sell |
12,289
-462
| -4% | -$31K | 0.5% | 64 |
|
2015
Q2 | $946K | Sell |
12,751
-1,004
| -7% | -$74.5K | 0.57% | 61 |
|
2015
Q1 | $1.07M | Buy |
13,755
+4,799
| +54% | +$374K | 0.65% | 56 |
|
2014
Q4 | $646K | Buy |
+8,956
| New | +$646K | 0.38% | 76 |
|