Mariner Wealth Advisors (Cincinnati)’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $6.96M | Buy |
70,716
+4,306
| +6% | +$424K | 0.38% | 69 |
|
|
2018
Q2 | $5.69M | Buy |
66,410
+1,430
| +2% | +$122K | 0.34% | 71 |
|
|
2018
Q1 | $5.21M | Buy |
64,980
+206
| +0.3% | +$16.5K | 0.32% | 73 |
|
|
2017
Q4 | $5.23M | Buy |
64,774
+5,541
| +9% | +$447K | 0.32% | 71 |
|
|
2017
Q3 | $4.61M | Buy |
59,233
+876
| +2% | +$68.1K | 0.3% | 73 |
|
|
2017
Q2 | $5.18M | Buy |
58,357
+2,321
| +4% | +$206K | 0.36% | 67 |
|
|
2017
Q1 | $4.51M | Sell |
56,036
-142,562
| -72% | -$11.5M | 0.32% | 72 |
|
|
2016
Q4 | $14.1M | Sell |
198,598
-4,247
| -2% | -$303K | 1.1% | 40 |
|
|
2016
Q3 | $17.5M | Buy |
202,845
+4,782
| +2% | +$413K | 1.49% | 22 |
|
|
2016
Q2 | $17.2M | Buy |
198,063
+9,416
| +5% | +$817K | 1.54% | 20 |
|
|
2016
Q1 | $14.1M | Buy |
188,647
+10,116
| +6% | +$759K | 1.39% | 29 |
|
|
2015
Q4 | $13.7M | Buy |
+178,531
| New | +$13.7M | 1.34% | 33 |
|
|
2015
Q1 | $1.41M | Buy |
+18,042
| New | +$1.41M | 0.2% | 64 |
|