Insight Wealth Strategies’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,295
| Closed | -$1.67M | – | 176 |
|
|
2023
Q4 | $1.67M | Buy |
20,295
+1,704
| +9% | +$140K | 0.27% | 92 |
|
|
2023
Q3 | $1.46M | Buy |
18,591
+1,972
| +12% | +$155K | 0.28% | 79 |
|
|
2023
Q2 | $1.46M | Buy |
16,619
+452
| +3% | +$39.8K | 0.28% | 71 |
|
|
2023
Q1 | $1.3M | Buy |
16,167
+1,700
| +12% | +$137K | 0.26% | 75 |
|
|
2022
Q4 | $1.12M | Buy |
14,467
+712
| +5% | +$55.3K | 0.22% | 83 |
|
|
2022
Q3 | $1.24M | Hold |
13,755
| – | – | 0.23% | 82 |
|
|
2022
Q2 | $1.24M | Buy |
+13,755
| New | +$1.24M | 0.23% | 82 |
|
|
2019
Q1 | – | Sell |
-4,642
| Closed | -$422K | – | 145 |
|
|
2018
Q4 | $422K | Buy |
+4,642
| New | +$422K | 0.13% | 96 |
|