Highland Private Wealth Management’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-4,793
Closed -$387K 95
2022
Q3
$387K Buy
4,793
+1,217
+34% +$98.3K 0.06% 109
2022
Q2
$321K Sell
3,576
-990
-22% -$88.9K 0.05% 119
2022
Q1
$507K Buy
4,566
+572
+14% +$63.5K 0.07% 92
2021
Q4
$413K Sell
3,994
-333
-8% -$34.4K 0.05% 108
2021
Q3
$542K Sell
4,327
-115
-3% -$14.4K 0.08% 88
2021
Q2
$551K Buy
4,442
+157
+4% +$19.5K 0.08% 86
2021
Q1
$507K Sell
4,285
-13
-0.3% -$1.54K 0.08% 83
2020
Q4
$503K Buy
4,298
+265
+7% +$31K 0.09% 78
2020
Q3
$419K Buy
4,033
+474
+13% +$49.2K 0.08% 82
2020
Q2
$326K Sell
3,559
-737
-17% -$67.5K 0.07% 89
2020
Q1
$388K Sell
4,296
-4
-0.1% -$361 0.11% 71
2019
Q4
$488K Buy
4,300
+277
+7% +$31.4K 0.12% 64
2019
Q3
$437K Buy
4,023
+711
+21% +$77.2K 0.12% 64
2019
Q2
$323K Buy
3,312
+1,022
+45% +$99.7K 0.09% 80
2019
Q1
$209K Sell
2,290
-51
-2% -$4.66K 0.07% 110
2018
Q4
$213K Buy
2,341
+85
+4% +$7.73K 0.08% 88
2018
Q3
$221K Buy
+2,256
New +$221K 0.07% 97