Meristem Family Wealth’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $837K | Sell |
7,548
-7,082
| -48% | -$785K | 0.09% | 128 |
|
|
2021
Q4 | $1.51M | Buy |
14,630
+410
| +3% | +$42.4K | 0.13% | 95 |
|
|
2021
Q3 | $1.78M | Buy |
14,220
+5,778
| +68% | +$724K | 0.17% | 67 |
|
|
2021
Q2 | $1.05M | Buy |
8,442
+4,601
| +120% | +$571K | 0.17% | 82 |
|
|
2021
Q1 | $454K | Hold |
3,841
| – | – | 0.09% | 136 |
|
|
2020
Q4 | $450K | Hold |
3,841
| – | – | 0.1% | 133 |
|
|
2020
Q3 | $399K | Hold |
3,841
| – | – | 0.1% | 120 |
|
|
2020
Q2 | $352K | Buy |
3,841
+45
| +1% | +$4.12K | 0.1% | 126 |
|
|
2020
Q1 | $342K | Buy |
3,796
+170
| +5% | +$15.3K | 0.11% | 120 |
|
|
2019
Q4 | $411K | Hold |
3,626
| – | – | 0.1% | 119 |
|
|
2019
Q3 | $394K | Buy |
3,626
+1,027
| +40% | +$112K | 0.11% | 118 |
|
|
2019
Q2 | $253K | Buy |
2,599
+240
| +10% | +$23.4K | 0.08% | 135 |
|
|
2019
Q1 | $215K | Sell |
2,359
-25
| -1% | -$2.28K | 0.07% | 138 |
|
|
2018
Q4 | $217K | Sell |
2,384
-58
| -2% | -$5.28K | 0.08% | 116 |
|
|
2018
Q3 | $240K | Buy |
2,442
+100
| +4% | +$9.83K | 0.08% | 121 |
|
|
2018
Q2 | $200K | Buy |
+2,342
| New | +$200K | 0.07% | 136 |
|
|
2015
Q2 | – | Sell |
-3,939
| Closed | -$307K | – | 118 |
|
|
2015
Q1 | $307K | Sell |
3,939
-737
| -16% | -$57.4K | 0.13% | 86 |
|
|
2014
Q4 | $338K | Sell |
4,676
-275
| -6% | -$19.9K | 0.12% | 78 |
|
|
2014
Q3 | $307K | Hold |
4,951
| – | – | 0.13% | 78 |
|
|
2014
Q2 | $316K | Hold |
4,951
| – | – | 0.13% | 77 |
|
|
2014
Q1 | $305K | Sell |
4,951
-102
| -2% | -$6.28K | 0.13% | 81 |
|
|
2013
Q4 | $290K | Sell |
5,053
-470
| -9% | -$27K | 0.12% | 89 |
|
|
2013
Q3 | $294K | Sell |
5,523
-200
| -3% | -$10.6K | 0.14% | 81 |
|
|
2013
Q2 | $295K | Buy |
+5,723
| New | +$295K | 0.14% | 76 |
|