Summit Financial Group’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,906
| Closed | -$226K | – | 196 |
|
|
2022
Q4 | $226K | Sell |
2,906
-133
| -4% | -$10.3K | 0.09% | 180 |
|
|
2022
Q3 | $246K | Sell |
3,039
-64
| -2% | -$5.18K | 0.1% | 166 |
|
|
2022
Q2 | $279K | Hold |
3,103
| – | – | 0.11% | 163 |
|
|
2022
Q1 | $344K | Hold |
3,103
| – | – | 0.12% | 153 |
|
|
2021
Q4 | $321K | Buy |
3,103
+133
| +4% | +$13.8K | 0.1% | 167 |
|
|
2021
Q3 | $372K | Hold |
2,970
| – | – | 0.13% | 148 |
|
|
2021
Q2 | $368K | Buy |
2,970
+155
| +6% | +$19.2K | 0.14% | 143 |
|
|
2021
Q1 | $333K | Sell |
2,815
-800
| -22% | -$94.6K | 0.14% | 134 |
|
|
2020
Q4 | $423K | Buy |
3,615
+125
| +4% | +$14.6K | 0.19% | 104 |
|
|
2020
Q3 | $362K | Sell |
3,490
-100
| -3% | -$10.4K | 0.18% | 104 |
|
|
2020
Q2 | $329K | Hold |
3,590
| – | – | 0.17% | 106 |
|
|
2020
Q1 | $324K | Hold |
3,590
| – | – | 0.19% | 98 |
|
|
2019
Q4 | $407K | Sell |
3,590
-25
| -0.7% | -$2.83K | 0.2% | 99 |
|
|
2019
Q3 | $393K | Hold |
3,615
| – | – | 0.2% | 102 |
|
|
2019
Q2 | $352K | Hold |
3,615
| – | – | 0.16% | 119 |
|
|
2019
Q1 | $329K | Hold |
3,615
| – | – | 0.26% | 85 |
|
|
2018
Q4 | $329K | Hold |
3,615
| – | – | 0.28% | 84 |
|
|
2018
Q3 | $356K | Sell |
3,615
-50
| -1% | -$4.92K | 0.27% | 83 |
|
|
2018
Q2 | $314K | Hold |
3,665
| – | – | 0.24% | 93 |
|
|
2018
Q1 | $294K | Buy |
3,665
+1,076
| +42% | +$86.3K | 0.23% | 100 |
|
|
2017
Q4 | $209K | Sell |
2,589
-1,400
| -35% | -$113K | 0.17% | 117 |
|
|
2017
Q3 | $311K | Buy |
3,989
+364
| +10% | +$28.4K | 0.26% | 89 |
|
|
2017
Q2 | $322K | Buy |
+3,625
| New | +$322K | 0.28% | 84 |
|