Occidental 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
Q2 | – | Sell |
-35,386
| Closed | -$3.08M | – | 212 |
|
|
2024
Q1 | $3.08M | Buy |
35,386
+16,261
| +85% | +$1.42M | 0.58% | 49 |
|
|
2023
Q4 | $1.58M | Buy |
19,125
+13,024
| +213% | +$1.07M | 0.33% | 83 |
|
|
2023
Q3 | $478K | Buy |
+6,101
| New | +$478K | 0.11% | 135 |
|
|
2021
Q4 | – | Sell |
-1,678
| Closed | -$210K | – | 210 |
|
|
2021
Q3 | $210K | Hold |
1,678
| – | – | 0.05% | 198 |
|
|
2021
Q2 | $208K | Buy |
+1,678
| New | +$208K | 0.06% | 194 |
|
|
2017
Q3 | – | Sell |
-2,317
| Closed | -$206K | – | 139 |
|
|
2017
Q2 | $206K | Buy |
+2,317
| New | +$206K | 0.12% | 133 |
|
|
2016
Q4 | – | Sell |
-2,500
| Closed | -$216K | – | 135 |
|
|
2016
Q3 | $216K | Sell |
2,500
-100
| -4% | -$8.64K | 0.18% | 86 |
|
|
2016
Q2 | $226K | Buy |
+2,600
| New | +$226K | 0.2% | 84 |
|