Paces Ferry 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
Q4 | – | Sell |
-2,408
| Closed | -$217K | – | 135 |
|
|
2024
Q3 | $217K | Buy |
+2,408
| New | +$217K | 0.12% | 111 |
|
|
2024
Q2 | – | Sell |
-2,475
| Closed | -$216K | – | 117 |
|
|
2024
Q1 | $216K | Sell |
2,475
-23
| -0.9% | -$2K | 0.14% | 104 |
|
|
2023
Q4 | $206K | Sell |
2,498
-363
| -13% | -$29.9K | 0.14% | 104 |
|
|
2023
Q3 | $224K | Sell |
2,861
-268
| -9% | -$21K | 0.18% | 93 |
|
|
2023
Q2 | $276K | Sell |
3,129
-90
| -3% | -$7.93K | 0.21% | 87 |
|
|
2023
Q1 | $260K | Buy |
+3,219
| New | +$260K | 0.21% | 94 |
|
|
2022
Q4 | – | Sell |
-2,770
| Closed | -$224K | – | 109 |
|
|
2022
Q3 | $224K | Buy |
2,770
+335
| +14% | +$27.1K | 0.24% | 85 |
|
|
2022
Q2 | $219K | Sell |
2,435
-347
| -12% | -$31.2K | 0.22% | 94 |
|
|
2022
Q1 | $309K | Buy |
2,782
+330
| +13% | +$36.7K | 0.25% | 82 |
|
|
2021
Q4 | $254K | Sell |
2,452
-666
| -21% | -$69K | 0.18% | 97 |
|
|
2021
Q3 | $391K | Buy |
3,118
+129
| +4% | +$16.2K | 0.31% | 74 |
|
|
2021
Q2 | $371K | Sell |
2,989
-121
| -4% | -$15K | 0.28% | 76 |
|
|
2021
Q1 | $367K | Buy |
3,110
+89
| +3% | +$10.5K | 0.32% | 73 |
|
|
2020
Q4 | $354K | Sell |
3,021
-30
| -1% | -$3.52K | 0.32% | 72 |
|
|
2020
Q3 | $317K | Buy |
+3,051
| New | +$317K | 0.28% | 72 |
|