Kolinsky 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
Q2 | – | Sell |
-2,497
| Closed | -$218K | – | 160 |
|
|
2024
Q1 | $218K | Buy |
+2,497
| New | +$218K | 0.17% | 133 |
|
|
2023
Q4 | – | Sell |
-4,442
| Closed | -$348K | – | 141 |
|
|
2023
Q3 | $348K | Buy |
4,442
+326
| +8% | +$25.5K | 0.35% | 69 |
|
|
2023
Q2 | $357K | Buy |
4,116
+549
| +15% | +$47.6K | 0.34% | 74 |
|
|
2023
Q1 | $288K | Buy |
3,567
+263
| +8% | +$21.2K | 0.31% | 84 |
|
|
2022
Q4 | $257K | Buy |
3,304
+243
| +8% | +$18.9K | 0.29% | 94 |
|
|
2022
Q3 | $247K | Sell |
3,061
-215
| -7% | -$17.3K | 0.31% | 88 |
|
|
2022
Q2 | $294K | Buy |
3,276
+123
| +4% | +$11K | 0.35% | 73 |
|
|
2022
Q1 | $350K | Buy |
3,153
+611
| +24% | +$67.8K | 0.34% | 61 |
|
|
2021
Q4 | $263K | Buy |
+2,542
| New | +$263K | 0.24% | 111 |
|