Laidlaw Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,668
| Closed | -$235K | – | 333 |
|
|
2023
Q2 | $235K | Sell |
2,668
-474
| -15% | -$41.8K | 0.05% | 303 |
|
|
2023
Q1 | $253K | Buy |
3,142
+525
| +20% | +$42.3K | 0.05% | 287 |
|
|
2022
Q4 | $203K | Sell |
2,617
-306
| -10% | -$23.8K | 0.04% | 337 |
|
|
2022
Q3 | $236K | Sell |
2,923
-324
| -10% | -$26.2K | 0.06% | 273 |
|
|
2022
Q2 | $291K | Sell |
3,247
-318
| -9% | -$28.5K | 0.06% | 275 |
|
|
2022
Q1 | $396K | Sell |
3,565
-491
| -12% | -$54.5K | 0.07% | 255 |
|
|
2021
Q4 | $420K | Sell |
4,056
-2,926
| -42% | -$303K | 0.07% | 250 |
|
|
2021
Q3 | $875K | Sell |
6,982
-309
| -4% | -$38.7K | 0.22% | 100 |
|
|
2021
Q2 | $905K | Buy |
7,291
+2,658
| +57% | +$330K | 0.23% | 98 |
|
|
2021
Q1 | $547K | Buy |
4,633
+429
| +10% | +$50.7K | 0.19% | 116 |
|
|
2020
Q4 | $492K | Buy |
4,204
+1,218
| +41% | +$143K | 0.1% | 194 |
|
|
2020
Q3 | $310K | Buy |
2,986
+130
| +5% | +$13.5K | 0.14% | 148 |
|
|
2020
Q2 | $262K | Buy |
2,856
+620
| +28% | +$56.9K | 0.14% | 143 |
|
|
2020
Q1 | $202K | Buy |
2,236
+8
| +0.4% | +$723 | 0.13% | 140 |
|
|
2019
Q4 | $253K | Buy |
+2,228
| New | +$253K | 0.16% | 138 |
|