Rockbridge Investment Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-611
| Closed | -$50.3K | – | 417 |
|
|
2023
Q4 | $50.3K | Buy |
+611
| New | +$50.3K | 0.01% | 241 |
|
|
2022
Q3 | – | Sell |
-340
| Closed | -$30.5K | – | 393 |
|
|
2022
Q2 | $30.5K | Sell |
340
-796
| -70% | -$71.4K | 0.01% | 257 |
|
|
2022
Q1 | $128K | Sell |
1,136
-400
| -26% | -$45K | 0.02% | 194 |
|
|
2021
Q4 | $159K | Hold |
1,536
| – | – | 0.02% | 198 |
|
|
2021
Q3 | $193K | Sell |
1,536
-13
| -0.8% | -$1.63K | 0.03% | 153 |
|
|
2021
Q2 | $192K | Buy |
1,549
+400
| +35% | +$49.6K | 0.03% | 155 |
|
|
2021
Q1 | $136K | Sell |
1,149
-740
| -39% | -$87.6K | 0.03% | 181 |
|
|
2020
Q4 | $221K | Buy |
1,889
+814
| +76% | +$95.2K | 0.05% | 129 |
|
|
2020
Q3 | $112K | Buy |
1,075
+385
| +56% | +$40.1K | 0.03% | 176 |
|
|
2020
Q2 | $63K | Buy |
+690
| New | +$63K | 0.02% | 215 |
|