Mar Vista Investment Partners’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
-64,539
Closed -$5.69M 59
2023
Q2
$5.69M Hold
64,539
0.24% 33
2023
Q1
$5.2M Hold
64,539
0.23% 34
2022
Q4
$5.02M Hold
64,539
0.23% 34
2022
Q3
$5.21M Hold
64,539
0.23% 33
2022
Q2
$5.79M Hold
64,539
0.24% 35
2022
Q1
$7.16M Hold
64,539
0.22% 35
2021
Q4
$6.68M Hold
64,539
0.18% 37
2021
Q3
$8.09M Sell
64,539
-34,349
-35% -$4.31M 0.21% 36
2021
Q2
$12.3M Buy
98,888
+1,156
+1% +$143K 0.3% 37
2021
Q1
$11.5M Buy
97,732
+75,079
+331% +$8.87M 0.27% 37
2020
Q4
$2.65M Buy
22,653
+332
+1% +$38.9K 0.07% 44
2020
Q3
$2.32M Sell
22,321
-4,416
-17% -$459K 0.06% 43
2020
Q2
$2.45M Hold
26,737
0.07% 41
2020
Q1
$2.41M Hold
26,737
0.07% 35
2019
Q4
$3.03M Hold
26,737
0.07% 34
2019
Q3
$2.9M Sell
26,737
-5,596
-17% -$608K 0.07% 33
2019
Q2
$3.15M Sell
32,333
-53
-0.2% -$5.16K 0.08% 32
2019
Q1
$2.95M Sell
32,386
-1,416
-4% -$129K 0.08% 34
2018
Q4
$3.08M Sell
33,802
-2,391
-7% -$218K 0.1% 35
2018
Q3
$3.56M Hold
36,193
0.1% 36
2018
Q2
$3.1M Hold
36,193
0.12% 37
2018
Q1
$2.9M Hold
36,193
0.12% 36
2017
Q4
$2.92M Hold
36,193
0.11% 37
2017
Q3
$2.82M Hold
36,193
0.12% 35
2017
Q2
$3.21M Hold
36,193
0.13% 35
2017
Q1
$2.92M Sell
36,193
-3,600
-9% -$290K 0.12% 34
2016
Q4
$2.83M Buy
39,793
+8,121
+26% +$578K 0.11% 33
2016
Q3
$2.74M Buy
+31,672
New +$2.74M 0.11% 31