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