HIM
Hotaling Investment Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20,675
| Closed | -$1.86M | – | 118 |
|
|
2022
Q2 | $1.86M | Buy |
20,675
+114
| +0.6% | +$10.2K | 0.81% | 36 |
|
|
2022
Q1 | $2.28M | Sell |
20,561
-14,919
| -42% | -$1.66M | 0.88% | 37 |
|
|
2021
Q4 | $3.67M | Buy |
35,480
+531
| +2% | +$54.9K | 1.27% | 19 |
|
|
2021
Q3 | $4.38M | Buy |
34,949
+463
| +1% | +$58K | 1.82% | 11 |
|
|
2021
Q2 | $4.28M | Buy |
34,486
+475
| +1% | +$59K | 1.74% | 11 |
|
|
2021
Q1 | $4.02M | Buy |
34,011
+254
| +0.8% | +$30K | 1.8% | 14 |
|
|
2020
Q4 | $3.95M | Buy |
33,757
+13,020
| +63% | +$1.53M | 1.84% | 14 |
|
|
2020
Q3 | $2.16M | Sell |
20,737
-193
| -0.9% | -$20.1K | 1.17% | 29 |
|
|
2020
Q2 | $1.92M | Sell |
20,930
-5,052
| -19% | -$463K | 1.11% | 28 |
|
|
2020
Q1 | $2.34M | Sell |
25,982
-610
| -2% | -$55K | 1.74% | 17 |
|
|
2019
Q4 | $3.02M | Sell |
26,592
-100
| -0.4% | -$11.3K | 1.73% | 16 |
|
|
2019
Q3 | $2.9M | Buy |
26,692
+3,870
| +17% | +$420K | 1.86% | 13 |
|
|
2019
Q2 | $2.22M | Buy |
22,822
+223
| +1% | +$21.7K | 1.43% | 20 |
|
|
2019
Q1 | $2.06M | Sell |
22,599
-44
| -0.2% | -$4.01K | 1.39% | 22 |
|
|
2018
Q4 | $2.06M | Buy |
+22,643
| New | +$2.06M | 1.68% | 18 |
|