Oak Family Advisors’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
-82,709
Closed -$7.29M 112
2023
Q2
$7.29M Buy
82,709
+2,590
+3% +$228K 3.45% 5
2023
Q1
$6.46M Buy
80,119
+21,831
+37% +$1.76M 3.18% 5
2022
Q4
$4.53M Buy
+58,288
New +$4.53M 2.42% 13