Marietta Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,699
| Closed | -$299K | – | 113 |
|
|
2022
Q1 | $299K | Sell |
2,699
-30,987
| -92% | -$3.43M | 0.06% | 101 |
|
|
2021
Q4 | $3.49M | Buy |
33,686
+1,520
| +5% | +$157K | 0.7% | 60 |
|
|
2021
Q3 | $4.03M | Buy |
32,166
+1,191
| +4% | +$149K | 0.88% | 48 |
|
|
2021
Q2 | $3.85M | Buy |
30,975
+696
| +2% | +$86.4K | 0.87% | 50 |
|
|
2021
Q1 | $3.58M | Buy |
30,279
+468
| +2% | +$55.3K | 0.89% | 50 |
|
|
2020
Q4 | $3.49M | Buy |
29,811
+373
| +1% | +$43.7K | 0.96% | 43 |
|
|
2020
Q3 | $3.06M | Sell |
29,438
-3,068
| -9% | -$319K | 0.95% | 46 |
|
|
2020
Q2 | $2.98M | Buy |
32,506
+906
| +3% | +$83.1K | 1.02% | 47 |
|
|
2020
Q1 | $2.85M | Buy |
31,600
+1,903
| +6% | +$172K | 1.11% | 38 |
|
|
2019
Q4 | $3.37M | Buy |
29,697
+543
| +2% | +$61.6K | 1.11% | 38 |
|
|
2019
Q3 | $3.17M | Buy |
29,154
+661
| +2% | +$71.8K | 1.15% | 37 |
|
|
2019
Q2 | $2.78M | Buy |
28,493
+1,310
| +5% | +$128K | 1.08% | 44 |
|
|
2019
Q1 | $2.48M | Buy |
27,183
+1,959
| +8% | +$178K | 1.02% | 48 |
|
|
2018
Q4 | $2.29M | Buy |
25,224
+5,316
| +27% | +$483K | 1.1% | 37 |
|
|
2018
Q3 | $1.96M | Buy |
19,908
+16
| +0.1% | +$1.57K | 0.87% | 54 |
|
|
2018
Q2 | $1.7M | Buy |
19,892
+1,028
| +5% | +$88K | 0.83% | 54 |
|
|
2018
Q1 | $1.51M | Buy |
18,864
+1,630
| +9% | +$131K | 0.79% | 56 |
|
|
2017
Q4 | $1.39M | Buy |
17,234
+460
| +3% | +$37.2K | 0.75% | 58 |
|
|
2017
Q3 | $1.31M | Buy |
16,774
+2,752
| +20% | +$214K | 0.73% | 56 |
|
|
2017
Q2 | $1.24M | Buy |
14,022
+1,993
| +17% | +$177K | 0.76% | 56 |
|
|
2017
Q1 | $969K | Buy |
+12,029
| New | +$969K | 0.64% | 59 |
|