LeJeune Puetz Investment Counsel’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $161K | Sell |
2,001
-50
| -2% | -$4.03K | 0.06% | 172 |
|
|
2022
Q4 | $159K | Sell |
2,051
-876
| -30% | -$68.1K | 0.06% | 166 |
|
|
2022
Q3 | $236K | Hold |
2,927
| – | – | 0.1% | 138 |
|
|
2022
Q2 | $262K | Hold |
2,927
| – | – | 0.1% | 133 |
|
|
2022
Q1 | $324K | Buy |
2,927
+85
| +3% | +$9.41K | 0.11% | 126 |
|
|
2021
Q4 | $294K | Hold |
2,842
| – | – | 0.1% | 135 |
|
|
2021
Q3 | $356K | Buy |
2,842
+876
| +45% | +$110K | 0.13% | 125 |
|
|
2021
Q2 | $244K | Hold |
1,966
| – | – | 0.09% | 145 |
|
|
2021
Q1 | $232K | Hold |
1,966
| – | – | 0.09% | 145 |
|
|
2020
Q4 | $230K | Hold |
1,966
| – | – | 0.1% | 137 |
|
|
2020
Q3 | $204K | Hold |
1,966
| – | – | 0.1% | 136 |
|
|
2020
Q2 | $180K | Hold |
1,966
| – | – | 0.09% | 140 |
|
|
2020
Q1 | $177K | Sell |
1,966
-1,236
| -39% | -$111K | 0.1% | 136 |
|
|
2019
Q4 | $363K | Hold |
3,202
| – | – | 0.17% | 115 |
|
|
2019
Q3 | $348K | Hold |
3,202
| – | – | 0.18% | 112 |
|
|
2019
Q2 | $312K | Buy |
3,202
+40
| +1% | +$3.9K | 0.16% | 117 |
|
|
2019
Q1 | $288K | Hold |
3,162
| – | – | 0.16% | 120 |
|
|
2018
Q4 | $288K | Buy |
3,162
+1,236
| +64% | +$113K | 0.18% | 113 |
|
|
2018
Q3 | $189K | Sell |
1,926
-300
| -13% | -$29.4K | 0.11% | 131 |
|
|
2018
Q2 | $191K | Hold |
2,226
| – | – | 0.12% | 129 |
|
|
2018
Q1 | $179K | Hold |
2,226
| – | – | 0.11% | 125 |
|
|
2017
Q4 | $180K | Hold |
2,226
| – | – | 0.11% | 125 |
|
|
2017
Q3 | $173K | Hold |
2,226
| – | – | 0.11% | 123 |
|
|
2017
Q2 | $198K | Sell |
2,226
-355
| -14% | -$31.6K | 0.13% | 120 |
|
|
2017
Q1 | $208K | Buy |
2,581
+230
| +10% | +$18.5K | 0.15% | 117 |
|
|
2016
Q4 | $167K | Buy |
+2,351
| New | +$167K | 0.13% | 120 |
|