Lake Street Advisors Group’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $507K | Buy |
6,296
+272
| +5% | +$21.9K | 0.02% | 330 |
|
|
2024
Q3 | $547K | Buy |
6,024
+118
| +2% | +$10.7K | 0.03% | 316 |
|
|
2024
Q2 | $469K | Buy |
5,906
+236
| +4% | +$18.7K | 0.02% | 336 |
|
|
2024
Q1 | $498K | Buy |
5,670
+807
| +17% | +$70.9K | 0.02% | 345 |
|
|
2023
Q4 | $404K | Buy |
+4,863
| New | +$404K | 0.02% | 367 |
|
|
2021
Q3 | – | Sell |
-4,966
| Closed | -$633K | – | 349 |
|
|
2021
Q2 | $633K | Buy |
4,966
+45
| +0.9% | +$5.74K | 0.05% | 146 |
|
|
2021
Q1 | $581K | Buy |
4,921
+54
| +1% | +$6.38K | 0.05% | 143 |
|
|
2020
Q4 | $570K | Sell |
4,867
-472
| -9% | -$55.3K | 0.05% | 142 |
|
|
2020
Q3 | $555K | Sell |
5,339
-1,595
| -23% | -$166K | 0.05% | 132 |
|
|
2020
Q2 | $636K | Sell |
6,934
-319
| -4% | -$29.3K | 0.06% | 114 |
|
|
2020
Q1 | $654K | Buy |
7,253
+295
| +4% | +$26.6K | 0.08% | 96 |
|
|
2019
Q4 | $789K | Sell |
6,958
-43
| -0.6% | -$4.88K | 0.08% | 77 |
|
|
2019
Q3 | $736K | Buy |
7,001
+270
| +4% | +$28.4K | 0.08% | 72 |
|
|
2019
Q2 | $655K | Sell |
6,731
-7,901
| -54% | -$769K | 0.07% | 83 |
|
|
2019
Q1 | $1.33M | Buy |
14,632
+7,693
| +111% | +$700K | 0.14% | 50 |
|
|
2018
Q4 | $631K | Buy |
6,939
+124
| +2% | +$11.3K | 0.08% | 72 |
|
|
2018
Q3 | $670K | Sell |
6,815
-1,257
| -16% | -$124K | 0.07% | 68 |
|
|
2018
Q2 | $691K | Buy |
8,072
+117
| +1% | +$10K | 0.07% | 119 |
|
|
2018
Q1 | $638K | Sell |
7,955
-1,738
| -18% | -$139K | 0.07% | 108 |
|
|
2017
Q4 | $783K | Buy |
+9,693
| New | +$783K | 0.09% | 90 |
|