Live Oak Private Wealth’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,281
| Closed | -$201K | – | 165 |
|
|
2023
Q2 | $201K | Buy |
+2,281
| New | +$201K | 0.04% | 154 |
|
|
2022
Q4 | – | Sell |
-3,635
| Closed | -$294K | – | 176 |
|
|
2022
Q3 | $294K | Sell |
3,635
-18,391
| -83% | -$1.49M | 0.07% | 133 |
|
|
2022
Q2 | $1.98M | Buy |
22,026
+2,517
| +13% | +$226K | 0.42% | 67 |
|
|
2022
Q1 | $2.16M | Buy |
19,509
+6,002
| +44% | +$666K | 0.42% | 65 |
|
|
2021
Q4 | $1.4M | Buy |
13,507
+1,795
| +15% | +$186K | 0.26% | 78 |
|
|
2021
Q3 | $1.47M | Buy |
11,712
+2,348
| +25% | +$294K | 0.3% | 75 |
|
|
2021
Q2 | $1.16M | Buy |
9,364
+961
| +11% | +$119K | 0.26% | 80 |
|
|
2021
Q1 | $993K | Buy |
8,403
+2,199
| +35% | +$260K | 0.24% | 78 |
|
|
2020
Q4 | $727K | Buy |
6,204
+986
| +19% | +$116K | 0.2% | 82 |
|
|
2020
Q3 | $542K | Buy |
5,218
+851
| +19% | +$88.4K | 0.19% | 84 |
|
|
2020
Q2 | $400K | Buy |
4,367
+481
| +12% | +$44.1K | 0.15% | 95 |
|
|
2020
Q1 | $350K | Buy |
3,886
+1,094
| +39% | +$98.5K | 0.36% | 49 |
|
|
2019
Q4 | $317K | Buy |
+2,792
| New | +$317K | 0.31% | 53 |
|