Icon Wealth Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $594K | Sell |
7,586
-10,919
| -59% | -$856K | 0.07% | 160 |
|
|
2023
Q2 | $1.63M | Sell |
18,505
-9,539
| -34% | -$840K | 0.17% | 105 |
|
|
2023
Q1 | $2.26M | Buy |
+28,044
| New | +$2.26M | 0.25% | 87 |
|
|
2022
Q2 | $3.64M | Sell |
40,521
-1,725
| -4% | -$155K | 0.44% | 59 |
|
|
2022
Q1 | $4.69M | Buy |
42,246
+383
| +0.9% | +$42.5K | 0.47% | 55 |
|
|
2021
Q4 | $4.33M | Buy |
41,863
+7,679
| +22% | +$794K | 0.43% | 60 |
|
|
2021
Q3 | $4.29M | Buy |
34,184
+4,129
| +14% | +$518K | 0.45% | 55 |
|
|
2021
Q2 | $3.73M | Buy |
30,055
+2,228
| +8% | +$277K | 0.4% | 69 |
|
|
2021
Q1 | $3.29M | Buy |
27,827
+2,659
| +11% | +$314K | 0.41% | 69 |
|
|
2020
Q4 | $2.95M | Buy |
25,168
+3,038
| +14% | +$356K | 0.47% | 56 |
|
|
2020
Q3 | $2.3M | Buy |
22,130
+19,759
| +833% | +$2.05M | 0.44% | 61 |
|
|
2020
Q2 | $217K | Buy |
+2,371
| New | +$217K | 0.05% | 228 |
|
|
2020
Q1 | – | Sell |
-2,169
| Closed | -$246K | – | 174 |
|
|
2019
Q4 | $246K | Buy |
2,169
+95
| +5% | +$10.8K | 0.08% | 146 |
|
|
2019
Q3 | $225K | Buy |
+2,074
| New | +$225K | 0.08% | 141 |
|
|
2019
Q2 | – | Sell |
-2,897
| Closed | -$264K | – | 531 |
|
|
2019
Q1 | $264K | Buy |
2,897
+91
| +3% | +$8.29K | 0.1% | 125 |
|
|
2018
Q4 | $255K | Buy |
2,806
+274
| +11% | +$24.9K | 0.12% | 121 |
|
|
2018
Q3 | $249K | Buy |
2,532
+504
| +25% | +$49.6K | 0.1% | 149 |
|
|
2018
Q2 | $174K | Sell |
2,028
-344
| -15% | -$29.5K | 0.07% | 173 |
|
|
2018
Q1 | $191K | Sell |
2,372
-1,096
| -32% | -$88.3K | 0.1% | 165 |
|
|
2017
Q4 | $280K | Buy |
+3,468
| New | +$280K | 0.14% | 140 |
|