Lake Street Private Wealth’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,799
| Closed | -$299K | – | 295 |
|
|
2024
Q2 | $299K | Sell |
3,799
-7,095
| -65% | -$559K | 0.04% | 265 |
|
|
2024
Q1 | $949K | Sell |
10,894
-3,739
| -26% | -$326K | 0.13% | 147 |
|
|
2023
Q4 | $1.21M | Sell |
14,633
-21,125
| -59% | -$1.74M | 0.19% | 120 |
|
|
2023
Q3 | $2.81M | Buy |
35,758
+28
| +0.1% | +$2.2K | 0.51% | 53 |
|
|
2023
Q2 | $3.15M | Buy |
35,730
+771
| +2% | +$67.9K | 0.55% | 52 |
|
|
2023
Q1 | $2.82M | Buy |
34,959
+21,872
| +167% | +$1.76M | 0.53% | 50 |
|
|
2022
Q4 | $1.02M | Sell |
13,087
-3,576
| -21% | -$278K | 0.21% | 121 |
|
|
2022
Q3 | $1.35M | Buy |
16,663
+2,376
| +17% | +$192K | 0.31% | 93 |
|
|
2022
Q2 | $1.28M | Buy |
14,287
+1,202
| +9% | +$108K | 0.27% | 98 |
|
|
2022
Q1 | $1.45M | Buy |
13,085
+582
| +5% | +$64.6K | 0.26% | 100 |
|
|
2021
Q4 | $1.29M | Buy |
12,503
+2,808
| +29% | +$290K | 0.23% | 108 |
|
|
2021
Q3 | $1.22M | Buy |
9,695
+294
| +3% | +$36.8K | 0.3% | 89 |
|
|
2021
Q2 | $1.19M | Buy |
9,401
+577
| +7% | +$72.8K | 0.3% | 88 |
|
|
2021
Q1 | $1.04M | Buy |
8,824
+76
| +0.9% | +$8.98K | 0.29% | 94 |
|
|
2020
Q4 | $1.03M | Buy |
8,748
+169
| +2% | +$19.8K | 0.3% | 89 |
|
|
2020
Q3 | $892K | Buy |
8,579
+275
| +3% | +$28.6K | 0.3% | 79 |
|
|
2020
Q2 | $761K | Buy |
8,304
+3,209
| +63% | +$294K | 0.28% | 86 |
|
|
2020
Q1 | $459K | Buy |
5,095
+1,595
| +46% | +$144K | 0.21% | 94 |
|
|
2019
Q4 | $397K | Buy |
3,500
+1,000
| +40% | +$113K | 0.15% | 127 |
|
|
2019
Q3 | $272K | Buy |
2,500
+82
| +3% | +$8.92K | 0.12% | 133 |
|
|
2019
Q2 | $235K | Sell |
2,418
-632
| -21% | -$61.4K | 0.14% | 111 |
|
|
2019
Q1 | $278K | Buy |
+3,050
| New | +$278K | 0.19% | 91 |
|