SIM
Sonora Investment Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6.94M | Buy |
55,379
+4,697
| +9% | +$589K | 0.87% | 44 |
|
|
2021
Q2 | $6.29M | Buy |
50,682
+5,489
| +12% | +$681K | 0.82% | 45 |
|
|
2021
Q1 | $5.34M | Buy |
45,193
+4,272
| +10% | +$505K | 0.42% | 92 |
|
|
2020
Q4 | $4.79M | Buy |
40,921
+2,656
| +7% | +$311K | 0.4% | 86 |
|
|
2020
Q3 | $3.98M | Buy |
38,265
+6,677
| +21% | +$694K | 0.37% | 80 |
|
|
2020
Q2 | $2.9M | Buy |
31,588
+886
| +3% | +$81.3K | 0.3% | 94 |
|
|
2020
Q1 | $2.77M | Sell |
30,702
-19,770
| -39% | -$1.78M | 0.33% | 83 |
|
|
2019
Q4 | $5.73M | Buy |
50,472
+1,368
| +3% | +$155K | 0.54% | 67 |
|
|
2019
Q3 | $5.33M | Buy |
49,104
+14,286
| +41% | +$1.55M | 0.56% | 63 |
|
|
2019
Q2 | $3.39M | Buy |
34,818
+5,889
| +20% | +$574K | 0.38% | 86 |
|
|
2019
Q1 | $2.64M | Buy |
28,929
+4,166
| +17% | +$379K | 0.32% | 88 |
|
|
2018
Q4 | $2.25M | Buy |
24,763
+4,175
| +20% | +$380K | 0.33% | 85 |
|
|
2018
Q3 | $2.03M | Buy |
20,588
+7,660
| +59% | +$753K | 0.28% | 93 |
|
|
2018
Q2 | $1.11M | Sell |
12,928
-83
| -0.6% | -$7.11K | 0.17% | 109 |
|
|
2018
Q1 | $1.04M | Buy |
13,011
+2,734
| +27% | +$219K | 0.17% | 113 |
|
|
2017
Q4 | $830K | Buy |
10,277
+2,714
| +36% | +$219K | 0.13% | 122 |
|
|
2017
Q3 | $588K | Buy |
7,563
+3,614
| +92% | +$281K | 0.1% | 144 |
|
|
2017
Q2 | $350K | Buy |
3,949
+605
| +18% | +$53.7K | 0.07% | 157 |
|
|
2017
Q1 | $269K | Buy |
3,344
+2,080
| +165% | +$168K | 0.05% | 166 |
|
|
2016
Q4 | $90K | Buy |
1,264
+250
| +25% | +$17.8K | 0.02% | 230 |
|
|
2016
Q3 | $87.6K | Buy |
1,014
+513
| +102% | +$44.3K | 0.02% | 235 |
|
|
2016
Q2 | $43.5K | Sell |
501
-100
| -17% | -$8.68K | 0.01% | 286 |
|
|
2016
Q1 | $47.7K | Hold |
601
| – | – | 0.01% | 295 |
|
|
2015
Q4 | $46K | Sell |
601
-295
| -33% | -$22.6K | 0.01% | 240 |
|
|
2015
Q3 | $62K | Buy |
+896
| New | +$62K | 0.02% | 195 |
|