Madison Wealth Management’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 |
-9,256
| Closed | -$815K | – | 155 |
|
|
2023
Q2 | $815K | Sell |
9,256
-105
| -1% | -$9.25K | 0.17% | 101 |
|
|
2023
Q1 | $755K | Sell |
9,361
-398
| -4% | -$32.1K | 0.16% | 100 |
|
|
2022
Q4 | $758K | Sell |
9,759
-871
| -8% | -$67.7K | 0.17% | 96 |
|
|
2022
Q3 | $858K | Buy |
10,630
+370
| +4% | +$29.9K | 0.21% | 91 |
|
|
2022
Q2 | $921K | Sell |
10,260
-292
| -3% | -$26.2K | 0.22% | 89 |
|
|
2022
Q1 | $1.17M | Buy |
10,552
+73
| +0.7% | +$8.1K | 0.25% | 82 |
|
|
2021
Q4 | $1.08M | Sell |
10,479
-452
| -4% | -$46.8K | 0.22% | 84 |
|
|
2021
Q3 | $1.37M | Buy |
10,931
+260
| +2% | +$32.6K | 0.3% | 72 |
|
|
2021
Q2 | $1.33M | Buy |
10,671
+350
| +3% | +$43.5K | 0.29% | 75 |
|
|
2021
Q1 | $1.22M | Buy |
10,321
+505
| +5% | +$59.6K | 0.3% | 74 |
|
|
2020
Q4 | $1.15M | Buy |
9,816
+457
| +5% | +$53.5K | 0.3% | 70 |
|
|
2020
Q3 | $973K | Buy |
9,359
+115
| +1% | +$12K | 0.29% | 71 |
|
|
2020
Q2 | $848K | Buy |
9,244
+1,680
| +22% | +$154K | 0.28% | 70 |
|
|
2020
Q1 | $682K | Sell |
7,564
-60
| -0.8% | -$5.41K | 0.27% | 70 |
|
|
2019
Q4 | $865K | Buy |
+7,624
| New | +$865K | 0.25% | 76 |
|