Sheets Smith Wealth Management’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 |
-2,496
| Closed | -$225K | – | 387 |
|
|
2024
Q3 | $225K | Sell |
2,496
-557
| -18% | -$50.1K | 0.03% | 350 |
|
|
2024
Q2 | $240K | Hold |
3,053
| – | – | 0.03% | 342 |
|
|
2024
Q1 | $266K | Buy |
3,053
+58
| +2% | +$5.06K | 0.03% | 333 |
|
|
2023
Q4 | $247K | Sell |
2,995
-1,058
| -26% | -$87.2K | 0.04% | 305 |
|
|
2023
Q3 | $318K | Buy |
4,053
+728
| +22% | +$57K | 0.05% | 266 |
|
|
2023
Q2 | $293K | Buy |
+3,325
| New | +$293K | 0.04% | 279 |
|