Lee Financial’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-300
| Closed | -$24.9K | – | 555 |
|
|
2023
Q4 | $24.9K | Sell |
300
-32
| -10% | -$2.66K | ﹤0.01% | 288 |
|
|
2023
Q3 | $26.3K | Hold |
332
| – | – | ﹤0.01% | 273 |
|
|
2023
Q2 | $29.5K | Hold |
332
| – | – | 0.01% | 264 |
|
|
2023
Q1 | $27K | Buy |
332
+26
| +8% | +$2.11K | ﹤0.01% | 280 |
|
|
2022
Q4 | $23.8K | Sell |
306
-29
| -9% | -$2.25K | ﹤0.01% | 320 |
|
|
2022
Q3 | $27K | Sell |
335
-123
| -27% | -$9.91K | 0.01% | 298 |
|
|
2022
Q2 | $41K | Buy |
458
+13
| +3% | +$1.16K | 0.01% | 264 |
|
|
2022
Q1 | $49K | Sell |
445
-1,295
| -74% | -$143K | 0.01% | 241 |
|
|
2021
Q4 | $180K | Buy |
1,740
+900
| +107% | +$93.1K | 0.03% | 148 |
|
|
2021
Q3 | $105K | Hold |
840
| – | – | 0.02% | 177 |
|
|
2021
Q2 | $104K | Hold |
840
| – | – | 0.02% | 175 |
|
|
2021
Q1 | $99K | Sell |
840
-13
| -2% | -$1.53K | 0.02% | 178 |
|
|
2020
Q4 | $100K | Sell |
853
-12
| -1% | -$1.41K | 0.03% | 160 |
|
|
2020
Q3 | $90K | Hold |
865
| – | – | 0.03% | 163 |
|
|
2020
Q2 | $79K | Buy |
865
+300
| +53% | +$27.4K | 0.02% | 160 |
|
|
2020
Q1 | $51K | Buy |
565
+540
| +2,160% | +$48.7K | 0.02% | 170 |
|
|
2019
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 440 |
|
|
2019
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 454 |
|
|
2019
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 489 |
|
|
2019
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 481 |
|
|
2018
Q3 | – | Sell |
-1,159
| Closed | -$99K | – | 605 |
|
|
2018
Q2 | $99K | Hold |
1,159
| – | – | 0.02% | 211 |
|
|
2018
Q1 | $93K | Buy |
+1,159
| New | +$93K | 0.02% | 217 |
|
|
2017
Q1 | – | Sell |
-161
| Closed | -$11K | – | 421 |
|
|
2016
Q4 | $11K | Buy |
+161
| New | +$11K | 0.01% | 275 |
|