Lion Street Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,104
| Closed | -$256K | – | 274 |
|
|
2024
Q1 | $256K | Hold |
3,104
| – | – | 0.1% | 206 |
|
|
2023
Q4 | $256K | Sell |
3,104
-966
| -24% | -$79.6K | 0.1% | 206 |
|
|
2023
Q3 | $319K | Sell |
4,070
-482
| -11% | -$37.8K | 0.1% | 169 |
|
|
2023
Q2 | $546K | Buy |
4,552
+1,804
| +66% | +$216K | 0.18% | 106 |
|
|
2023
Q1 | $222K | Sell |
2,748
-875
| -24% | -$70.6K | 0.07% | 215 |
|
|
2022
Q4 | $434K | Buy |
+3,623
| New | +$434K | 0.23% | 72 |
|
|
2022
Q3 | – | Sell |
-3,623
| Closed | -$433K | – | 156 |
|
|
2022
Q2 | $433K | Buy |
3,623
+1,535
| +74% | +$183K | 0.23% | 73 |
|
|
2022
Q1 | $231K | Sell |
2,088
-1,500
| -42% | -$166K | 0.12% | 126 |
|
|
2021
Q4 | $375K | Sell |
3,588
-34
| -0.9% | -$3.55K | 0.18% | 87 |
|
|
2021
Q3 | $454K | Buy |
+3,622
| New | +$454K | 0.24% | 67 |
|
|
2021
Q2 | – | Sell |
-1,973
| Closed | -$234K | – | 70 |
|
|
2021
Q1 | $234K | Buy |
+1,973
| New | +$234K | 5.57% | 7 |
|
|
2020
Q2 | – | Sell |
-403
| Closed | -$36K | – | 249 |
|
|
2020
Q1 | $36K | Buy |
+403
| New | +$36K | 0.2% | 65 |
|