Oak Harbor Wealth Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
20,851
-2,248
| -10% | -$196K | 0.49% | 53 |
|
|
2025
Q1 | $2.08M | Sell |
23,099
-2,819
| -11% | -$253K | 0.59% | 39 |
|
|
2024
Q4 | $2.07M | Sell |
25,918
-1,490
| -5% | -$119K | 0.6% | 44 |
|
|
2024
Q3 | $2.47M | Buy |
27,408
+1,869
| +7% | +$168K | 0.7% | 37 |
|
|
2024
Q2 | $2.01M | Buy |
25,539
+977
| +4% | +$76.9K | 0.63% | 42 |
|
|
2024
Q1 | $2.14M | Buy |
24,562
+1,134
| +5% | +$98.8K | 0.67% | 41 |
|
|
2023
Q4 | $1.93M | Buy |
23,428
+612
| +3% | +$50.4K | 0.65% | 45 |
|
|
2023
Q3 | $1.79M | Buy |
22,816
+2,181
| +11% | +$171K | 0.63% | 44 |
|
|
2023
Q2 | $1.82M | Buy |
20,635
+2,399
| +13% | +$211K | 0.62% | 43 |
|
|
2023
Q1 | $1.47M | Buy |
18,236
+7,820
| +75% | +$630K | 0.53% | 56 |
|
|
2022
Q4 | $810K | Sell |
10,416
-4,438
| -30% | -$345K | 0.31% | 71 |
|
|
2022
Q3 | $1.2M | Buy |
14,854
+1,102
| +8% | +$89K | 0.47% | 58 |
|
|
2022
Q2 | $1.23M | Buy |
13,752
+1,764
| +15% | +$158K | 0.49% | 55 |
|
|
2022
Q1 | $1.33M | Buy |
11,988
+1,634
| +16% | +$181K | 0.44% | 59 |
|
|
2021
Q4 | $1.07M | Buy |
+10,354
| New | +$1.07M | 0.37% | 65 |
|