Hall Private Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.03M | Sell |
25,866
-21,120
| -45% | -$1.65M | 1.36% | 18 |
|
|
2023
Q2 | $4.14M | Sell |
46,986
-5,383
| -10% | -$474K | 2.24% | 17 |
|
|
2023
Q1 | $4.22M | Sell |
52,369
-994
| -2% | -$80.1K | 2.2% | 17 |
|
|
2022
Q4 | $4.15M | Sell |
53,363
-30,728
| -37% | -$2.39M | 2.36% | 16 |
|
|
2022
Q3 | $6.79M | Sell |
84,091
-864
| -1% | -$69.8K | 3.91% | 11 |
|
|
2022
Q2 | $7.63M | Buy |
84,955
+12,064
| +17% | +$1.08M | 4.28% | 10 |
|
|
2022
Q1 | $8.09M | Buy |
72,891
+22,793
| +45% | +$2.53M | 4.32% | 10 |
|
|
2021
Q4 | $5.18M | Sell |
50,098
-659
| -1% | -$68.2K | 3.22% | 14 |
|
|
2021
Q3 | $6.36M | Buy |
50,757
+837
| +2% | +$105K | 4.06% | 11 |
|
|
2021
Q2 | $6.2M | Buy |
+49,920
| New | +$6.2M | 4.03% | 7 |
|
|
2020
Q4 | $4.97M | Buy |
+42,407
| New | +$4.97M | 4.09% | 9 |
|