Institutional & Family Asset Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $181K | Buy |
2,304
+898
| +64% | +$70.7K | 0.03% | 150 |
|
2024
Q1 | $123K | Sell |
1,406
-82
| -6% | -$7.15K | 0.02% | 169 |
|
2023
Q4 | $123K | Buy |
1,488
+1,200
| +417% | +$98.9K | 0.02% | 167 |
|
2023
Q3 | $22.6K | Hold |
288
| – | – | ﹤0.01% | 292 |
|
2023
Q2 | $25.4K | Sell |
288
-12
| -4% | -$1.06K | ﹤0.01% | 284 |
|
2023
Q1 | $24.2K | Buy |
300
+164
| +121% | +$13.2K | ﹤0.01% | 283 |
|
2022
Q4 | $10.6K | Sell |
136
-191
| -58% | -$14.8K | ﹤0.01% | 367 |
|
2022
Q3 | $26K | Buy |
327
+5
| +2% | +$398 | ﹤0.01% | 283 |
|
2022
Q2 | $29K | Sell |
322
-1,199
| -79% | -$108K | 0.01% | 274 |
|
2022
Q1 | $169K | Sell |
1,521
-114
| -7% | -$12.7K | 0.03% | 157 |
|
2021
Q4 | $169K | Sell |
1,635
-2,067
| -56% | -$214K | 0.03% | 165 |
|
2021
Q3 | $464K | Buy |
3,702
+187
| +5% | +$23.4K | 0.07% | 124 |
|
2021
Q2 | $436K | Sell |
3,515
-2,800
| -44% | -$347K | 0.07% | 124 |
|
2021
Q1 | $746K | Hold |
6,315
| – | – | 0.14% | 102 |
|
2020
Q4 | $740K | Buy |
6,315
+138
| +2% | +$16.2K | 0.16% | 102 |
|
2020
Q3 | $642K | Buy |
6,177
+200
| +3% | +$20.8K | 0.15% | 101 |
|
2020
Q2 | $548K | Sell |
5,977
-50
| -0.8% | -$4.58K | 0.11% | 107 |
|
2020
Q1 | $544K | Buy |
6,027
+61
| +1% | +$5.51K | 0.13% | 99 |
|
2019
Q4 | $677K | Sell |
5,966
-2
| -0% | -$227 | 0.14% | 107 |
|
2019
Q3 | $648K | Sell |
5,968
-11
| -0.2% | -$1.19K | 0.14% | 101 |
|
2019
Q2 | $582K | Hold |
5,979
| – | – | 0.13% | 108 |
|
2019
Q1 | $545K | Hold |
5,979
| – | – | 0.11% | 111 |
|
2018
Q4 | $544K | Sell |
5,979
-6
| -0.1% | -$546 | 0.12% | 105 |
|
2018
Q3 | $589K | Hold |
5,985
| – | – | 0.12% | 109 |
|
2018
Q2 | $512K | Buy |
5,985
+500
| +9% | +$42.8K | 0.11% | 109 |
|
2018
Q1 | $440K | Buy |
+5,485
| New | +$440K | 0.09% | 121 |
|