Sullivan, Bruyette, Speros & Blaney’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$229K Sell
1,936
-600
-24% -$71K 0.01% 286
2020
Q4
$297K Sell
2,536
-116
-4% -$13.6K 0.01% 228
2020
Q3
$276K Buy
2,652
+125
+5% +$13K 0.02% 214
2020
Q2
$232K Sell
2,527
-20
-0.8% -$1.84K 0.01% 215
2020
Q1
$230K Sell
2,547
-255
-9% -$23K 0.02% 194
2019
Q4
$318K Sell
2,802
-102
-4% -$11.6K 0.02% 188
2019
Q3
$315K Buy
2,904
+318
+12% +$34.5K 0.02% 177
2019
Q2
$252K Buy
2,586
+85
+3% +$8.28K 0.02% 198
2019
Q1
$228K Buy
+2,501
New +$228K 0.01% 196