Sage Mountain Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
3,259
+298
| +10% | +$26K | 0.02% | 342 |
|
|
2025
Q1 | $266K | Buy |
+2,961
| New | +$266K | 0.02% | 325 |
|
|
2024
Q4 | – | Sell |
-2,847
| Closed | -$256K | – | 503 |
|
|
2024
Q3 | $256K | Buy |
2,847
+178
| +7% | +$16K | 0.02% | 321 |
|
|
2024
Q2 | $210K | Buy |
+2,669
| New | +$210K | 0.02% | 327 |
|
|
2023
Q4 | – | Sell |
-3,275
| Closed | -$257K | – | 370 |
|
|
2023
Q3 | $257K | Sell |
3,275
-274
| -8% | -$21.5K | 0.04% | 206 |
|
|
2023
Q2 | $313K | Buy |
3,549
+224
| +7% | +$19.7K | 0.04% | 173 |
|
|
2023
Q1 | $268K | Buy |
+3,325
| New | +$268K | 0.04% | 183 |
|
|
2022
Q2 | – | Sell |
-2,574
| Closed | -$286K | – | 628 |
|
|
2022
Q1 | $286K | Sell |
2,574
-1,828
| -42% | -$203K | 0.04% | 394 |
|
|
2021
Q4 | $455K | Sell |
4,402
-601
| -12% | -$62.1K | 0.05% | 327 |
|
|
2021
Q3 | $627K | Buy |
5,003
+983
| +24% | +$123K | 0.09% | 212 |
|
|
2021
Q2 | $499K | Buy |
4,020
+1,932
| +93% | +$240K | 0.08% | 228 |
|
|
2021
Q1 | $247K | Buy |
+2,088
| New | +$247K | 0.05% | 264 |
|