SAM
Simplify Asset Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-27,456
| Closed | -$2.26M | – | 119 |
|
|
2023
Q4 | $2.26M | Sell |
27,456
-2,010
| -7% | -$166K | 0.2% | 33 |
|
|
2023
Q3 | $2.31M | Sell |
29,466
-18,053
| -38% | -$1.41M | 0.26% | 38 |
|
|
2023
Q2 | $4.19M | Buy |
47,519
+22,796
| +92% | +$2.01M | 0.55% | 11 |
|
|
2023
Q1 | $1.99M | Buy |
24,723
+17,391
| +237% | +$1.4M | 0.29% | 28 |
|
|
2022
Q4 | $570K | Buy |
7,332
+588
| +9% | +$45.7K | 0.09% | 39 |
|
|
2022
Q3 | $545K | Buy |
6,744
+2,100
| +45% | +$170K | 0.06% | 38 |
|
|
2022
Q2 | $417K | Sell |
4,644
-4,172
| -47% | -$375K | 0.02% | 35 |
|
|
2022
Q1 | $978K | Buy |
+8,816
| New | +$978K | 0.03% | 26 |
|