Ranch Capital 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
-9,382
Closed -$822K 157
2024
Q1
$822K Buy
9,382
+188
+2% +$16.5K 0.44% 65
2023
Q4
$762K Buy
9,194
+506
+6% +$42K 0.48% 65
2023
Q3
$685K Sell
8,688
-992
-10% -$78.3K 0.48% 66
2023
Q2
$858K Sell
9,680
-105
-1% -$9.31K 0.6% 51
2023
Q1
$789K Buy
+9,785
New +$789K 0.58% 56
2021
Q4
Sell
-97
Closed -$12K 384
2021
Q3
$12K Buy
97
+1
+1% +$124 0.01% 448
2021
Q2
$12K Sell
96
-15
-14% -$1.88K 0.01% 607
2021
Q1
$13K Hold
111
0.01% 582
2020
Q4
$13K Hold
111
0.01% 578
2020
Q3
$11K Sell
111
-72
-39% -$7.14K 0.01% 591
2020
Q2
$18K Sell
183
-145
-44% -$14.3K 0.01% 497
2020
Q1
$29K Sell
328
-119
-27% -$10.5K 0.03% 369
2019
Q4
$51K Buy
+447
New +$51K 0.04% 332