Heritage Wealth Management (Arizona)’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $629K | Sell |
7,989
-766
| -9% | -$60.3K | 0.35% | 68 |
|
|
2024
Q1 | $763K | Sell |
8,755
-228
| -3% | -$19.9K | 0.39% | 58 |
|
|
2023
Q4 | $740K | Buy |
+8,983
| New | +$740K | 0.4% | 61 |
|
|
2022
Q4 | $1.3M | Buy |
16,756
+9,662
| +136% | +$751K | 0.19% | 88 |
|
|
2022
Q3 | $573K | Sell |
7,094
-596
| -8% | -$48.1K | 0.18% | 91 |
|
|
2022
Q2 | $690K | Buy |
7,690
+955
| +14% | +$85.7K | 0.23% | 76 |
|
|
2022
Q1 | $747K | Buy |
+6,735
| New | +$747K | 0.2% | 82 |
|
|
2021
Q3 | $395K | Buy |
3,148
+487
| +18% | +$61.1K | 0.14% | 112 |
|
|
2021
Q2 | $330K | Buy |
2,661
+1,153
| +76% | +$143K | 0.13% | 134 |
|
|
2021
Q1 | $178K | Buy |
+1,508
| New | +$178K | 0.1% | 179 |
|