FirstPurpose Wealth’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $915K | Sell |
11,113
-32
| -0.3% | -$2.64K | 0.33% | 56 |
|
|
2023
Q4 | $918K | Buy |
11,145
+628
| +6% | +$51.7K | 0.35% | 50 |
|
|
2023
Q3 | $824K | Buy |
10,517
+989
| +10% | +$77.5K | 0.36% | 51 |
|
|
2023
Q2 | $839K | Buy |
9,528
+1,037
| +12% | +$91.4K | 0.36% | 50 |
|
|
2023
Q1 | $685K | Buy |
8,491
+1,901
| +29% | +$153K | 0.34% | 58 |
|
|
2022
Q4 | $512K | Buy |
6,590
+1,603
| +32% | +$125K | 0.29% | 66 |
|
|
2022
Q3 | $403K | Buy |
4,987
+672
| +16% | +$54.3K | 0.27% | 69 |
|
|
2022
Q2 | $387K | Buy |
4,315
+482
| +13% | +$43.2K | 0.26% | 70 |
|
|
2022
Q1 | $425K | Buy |
3,833
+848
| +28% | +$94K | 0.33% | 65 |
|
|
2021
Q4 | $309K | Buy |
+2,985
| New | +$309K | 0.19% | 93 |
|