Morse Asset Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,500
| Closed | -$225K | – | 358 |
|
|
2024
Q3 | $225K | Buy |
+2,500
| New | +$225K | 0.05% | 168 |
|
|
2021
Q4 | – | Sell |
-4,750
| Closed | -$595K | – | 177 |
|
|
2021
Q3 | $595K | Buy |
4,750
+1,000
| +27% | +$125K | 0.14% | 116 |
|
|
2021
Q2 | $465K | Sell |
3,750
-50
| -1% | -$6.2K | 0.11% | 120 |
|
|
2021
Q1 | $449K | Hold |
3,800
| – | – | 0.12% | 119 |
|
|
2020
Q4 | $445K | Sell |
3,800
-255
| -6% | -$29.9K | 0.12% | 108 |
|
|
2020
Q3 | $421K | Buy |
+4,055
| New | +$421K | 0.14% | 99 |
|