Legacy Wealth Management (Mississippi)’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,538
| Closed | -$528K | – | 75 |
|
|
2022
Q3 | $528K | Sell |
6,538
-6,950
| -52% | -$561K | 0.36% | 54 |
|
|
2022
Q2 | $1.21M | Sell |
13,488
-411
| -3% | -$36.9K | 0.74% | 46 |
|
|
2022
Q1 | $1.54M | Buy |
13,899
+529
| +4% | +$58.7K | 0.81% | 38 |
|
|
2021
Q4 | $1.38M | Buy |
13,370
+27
| +0.2% | +$2.79K | 0.71% | 41 |
|
|
2021
Q3 | $1.67M | Hold |
13,343
| – | – | 0.89% | 34 |
|
|
2021
Q2 | $1.66M | Hold |
13,343
| – | – | 0.92% | 33 |
|
|
2021
Q1 | $1.58M | Buy |
13,343
+275
| +2% | +$32.5K | 0.96% | 33 |
|
|
2020
Q4 | $1.53M | Sell |
13,068
-550
| -4% | -$64.4K | 0.97% | 33 |
|
|
2020
Q3 | $1.42M | Buy |
13,618
+4,212
| +45% | +$438K | 0.98% | 34 |
|
|
2020
Q2 | $863K | Buy |
9,406
+794
| +9% | +$72.8K | 0.66% | 46 |
|
|
2020
Q1 | $777K | Buy |
8,612
+6,721
| +355% | +$606K | 0.72% | 46 |
|
|
2019
Q4 | $215K | Buy |
+1,891
| New | +$215K | 0.19% | 99 |
|