LKIM
Lawson Kroeker Investment Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,006
| Closed | -$323K | – | 84 |
|
|
2023
Q1 | $323K | Sell |
4,006
-2,424
| -38% | -$195K | 0.07% | 82 |
|
|
2022
Q4 | $500K | Sell |
6,430
-125
| -2% | -$9.72K | 0.17% | 46 |
|
|
2022
Q3 | $529K | Hold |
6,555
| – | – | 0.19% | 48 |
|
|
2022
Q2 | $588K | Hold |
6,555
| – | – | 0.2% | 47 |
|
|
2022
Q1 | $727K | Buy |
6,555
+75
| +1% | +$8.32K | 0.23% | 45 |
|
|
2021
Q4 | $670K | Hold |
6,480
| – | – | 0.21% | 45 |
|
|
2021
Q3 | $812K | Hold |
6,480
| – | – | 0.27% | 45 |
|
|
2021
Q2 | $804K | Sell |
6,480
-355
| -5% | -$44K | 0.25% | 44 |
|
|
2021
Q1 | $807K | Sell |
6,835
-135
| -2% | -$15.9K | 0.28% | 42 |
|
|
2020
Q4 | $816K | Sell |
6,970
-98
| -1% | -$11.5K | 0.31% | 43 |
|
|
2020
Q3 | $735K | Hold |
7,068
| – | – | 0.33% | 43 |
|
|
2020
Q2 | $648K | Hold |
7,068
| – | – | 0.31% | 43 |
|
|
2020
Q1 | $637K | Buy |
7,068
+100
| +1% | +$9.01K | 0.35% | 42 |
|
|
2019
Q4 | $791K | Sell |
6,968
-1,675
| -19% | -$190K | 0.29% | 44 |
|
|
2019
Q3 | $939K | Sell |
8,643
-550
| -6% | -$59.8K | 0.36% | 40 |
|
|
2019
Q2 | $895K | Hold |
9,193
| – | – | 0.3% | 43 |
|
|
2019
Q1 | $837K | Sell |
9,193
-20
| -0.2% | -$1.82K | 0.3% | 43 |
|
|
2018
Q4 | $838K | Hold |
9,213
| – | – | 0.33% | 43 |
|
|
2018
Q3 | $906K | Sell |
9,213
-310
| -3% | -$30.5K | 0.29% | 44 |
|
|
2018
Q2 | $815K | Hold |
9,523
| – | – | 0.29% | 47 |
|
|
2018
Q1 | $764K | Buy |
9,523
+320
| +3% | +$25.7K | 0.25% | 51 |
|
|
2017
Q4 | $743K | Sell |
9,203
-1,050
| -10% | -$84.8K | 0.24% | 51 |
|
|
2017
Q3 | $797K | Hold |
10,253
| – | – | 0.25% | 50 |
|
|
2017
Q2 | $910K | Buy |
10,253
+460
| +5% | +$40.8K | 0.3% | 48 |
|
|
2017
Q1 | $789K | Buy |
9,793
+75
| +0.8% | +$6.04K | 0.27% | 50 |
|
|
2016
Q4 | $692K | Sell |
9,718
-100
| -1% | -$7.12K | 0.24% | 54 |
|
|
2016
Q3 | $848K | Buy |
9,818
+350
| +4% | +$30.2K | 0.27% | 50 |
|
|
2016
Q2 | $822K | Sell |
9,468
-5,880
| -38% | -$510K | 0.27% | 51 |
|
|
2016
Q1 | $1.15M | Buy |
15,348
+230
| +2% | +$17.2K | 0.4% | 44 |
|
|
2015
Q4 | $1.16M | Hold |
15,118
| – | – | 0.4% | 43 |
|
|
2015
Q3 | $1.01M | Sell |
15,118
-4,855
| -24% | -$325K | 0.34% | 47 |
|
|
2015
Q2 | $1.48M | Hold |
19,973
| – | – | 0.44% | 45 |
|
|
2015
Q1 | $1.56M | Sell |
19,973
-1,365
| -6% | -$106K | 0.45% | 43 |
|
|
2014
Q4 | $1.54M | Sell |
21,338
-225
| -1% | -$16.2K | 0.48% | 43 |
|
|
2014
Q3 | $1.34M | Sell |
21,563
-3,200
| -13% | -$198K | 0.4% | 44 |
|
|
2014
Q2 | $1.58M | Buy |
24,763
+350
| +1% | +$22.3K | 0.46% | 43 |
|
|
2014
Q1 | $1.5M | Buy |
24,413
+3,673
| +18% | +$226K | 0.47% | 44 |
|
|
2013
Q4 | $1.19M | Sell |
20,740
-700
| -3% | -$40.2K | 0.38% | 47 |
|
|
2013
Q3 | $1.14M | Hold |
21,440
| – | – | 0.38% | 46 |
|
|
2013
Q2 | $1.1M | Buy |
+21,440
| New | +$1.1M | 0.39% | 47 |
|