Intercontinental Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.25M | Sell |
14,155
-1,434
| -9% | -$126K | 0.3% | 71 |
|
|
2023
Q1 | $1.26M | Buy |
15,589
+3,457
| +28% | +$279K | 0.32% | 66 |
|
|
2022
Q4 | $943K | Buy |
12,132
+72
| +0.6% | +$5.6K | 0.28% | 84 |
|
|
2022
Q3 | $974K | Buy |
12,060
+1,571
| +15% | +$127K | 0.31% | 81 |
|
|
2022
Q2 | $941K | Buy |
10,489
+2,021
| +24% | +$181K | 0.26% | 88 |
|
|
2022
Q1 | $940K | Buy |
8,468
+4,094
| +94% | +$454K | 0.21% | 93 |
|
|
2021
Q4 | $452K | Sell |
4,374
-3
| -0.1% | -$310 | 0.1% | 199 |
|
|
2021
Q3 | $549K | Sell |
4,377
-466
| -10% | -$58.5K | 0.13% | 154 |
|
|
2021
Q2 | $601K | Buy |
4,843
+662
| +16% | +$82.2K | 0.12% | 158 |
|
|
2021
Q1 | $494K | Buy |
4,181
+564
| +16% | +$66.6K | 0.11% | 159 |
|
|
2020
Q4 | $424K | Buy |
+3,617
| New | +$424K | 0.1% | 162 |
|
|
2020
Q1 | – | Sell |
-625
| Closed | -$75K | – | 250 |
|
|
2019
Q4 | $75K | Buy |
625
+99
| +19% | +$11.9K | 0.06% | 161 |
|
|
2019
Q3 | $57K | Buy |
+526
| New | +$57K | 0.04% | 206 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$9K | – | 446 |
|
|
2018
Q4 | $9K | Buy |
+100
| New | +$9K | 0.01% | 369 |
|