Keudell/Morrison Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,543
| Closed | -$292K | – | 209 |
|
|
2023
Q4 | $292K | Sell |
3,543
-112
| -3% | -$9.23K | 0.1% | 157 |
|
|
2023
Q3 | $286K | Buy |
3,655
+49
| +1% | +$3.84K | 0.09% | 146 |
|
|
2023
Q2 | $318K | Buy |
3,606
+263
| +8% | +$23.2K | 0.09% | 142 |
|
|
2023
Q1 | $270K | Sell |
3,343
-144
| -4% | -$11.6K | 0.08% | 155 |
|
|
2022
Q4 | $271K | Buy |
+3,487
| New | +$271K | 0.09% | 150 |
|
|
2022
Q2 | – | Sell |
-2,689
| Closed | -$298K | – | 181 |
|
|
2022
Q1 | $298K | Buy |
2,689
+497
| +23% | +$55.1K | 0.12% | 143 |
|
|
2021
Q4 | $227K | Sell |
2,192
-93
| -4% | -$9.63K | 0.09% | 170 |
|
|
2021
Q3 | $286K | Buy |
2,285
+47
| +2% | +$5.88K | 0.12% | 137 |
|
|
2021
Q2 | $278K | Buy |
2,238
+87
| +4% | +$10.8K | 0.15% | 142 |
|
|
2021
Q1 | $254K | Sell |
2,151
-127
| -6% | -$15K | 0.15% | 140 |
|
|
2020
Q4 | $267K | Buy |
+2,278
| New | +$267K | 0.17% | 131 |
|