Octavia Wealth Advisors’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 |
-2,431
| Closed | -$214K | – | 223 |
|
|
2024
Q1 | $214K | Sell |
2,431
-530
| -18% | -$46.6K | 0.03% | 202 |
|
|
2023
Q4 | $246K | Sell |
2,961
-125
| -4% | -$10.4K | 0.04% | 194 |
|
|
2023
Q3 | $244K | Buy |
3,086
+274
| +10% | +$21.7K | 0.05% | 173 |
|
|
2023
Q2 | $250K | Buy |
2,812
+59
| +2% | +$5.24K | 0.05% | 161 |
|
|
2023
Q1 | $224K | Buy |
2,753
+41
| +2% | +$3.33K | 0.05% | 168 |
|
|
2022
Q4 | $213K | Buy |
+2,712
| New | +$213K | 0.05% | 172 |
|
|
2022
Q3 | – | Sell |
-2,481
| Closed | -$226K | – | 178 |
|
|
2022
Q2 | $226K | Buy |
2,481
+391
| +19% | +$35.6K | 0.06% | 152 |
|
|
2022
Q1 | $233K | Sell |
2,090
-21
| -1% | -$2.34K | 0.05% | 169 |
|
|
2021
Q4 | $219K | Buy |
2,111
+468
| +28% | +$48.6K | 0.05% | 181 |
|
|
2021
Q3 | $207K | Buy |
+1,643
| New | +$207K | 0.05% | 175 |
|