Stokes Family Office’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,321
| Closed | -$261K | – | 234 |
|
|
2024
Q2 | $261K | Buy |
3,321
+121
| +4% | +$9.52K | 0.03% | 194 |
|
|
2024
Q1 | $279K | Hold |
3,200
| – | – | 0.03% | 189 |
|
|
2023
Q4 | $264K | Sell |
3,200
-1,195
| -27% | -$98.4K | 0.04% | 186 |
|
|
2023
Q3 | $344K | Buy |
4,395
+501
| +13% | +$39.3K | 0.04% | 224 |
|
|
2023
Q2 | $343K | Buy |
3,894
+268
| +7% | +$23.6K | 0.04% | 222 |
|
|
2023
Q1 | $292K | Buy |
+3,626
| New | +$292K | 0.04% | 226 |
|
|
2021
Q4 | – | Sell |
-1,598
| Closed | -$200K | – | 257 |
|
|
2021
Q3 | $200K | Buy |
+1,598
| New | +$200K | 0.03% | 221 |
|