Surevest’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.55M | Sell |
31,546
-853
| -3% | -$68.9K | 0.69% | 61 |
|
|
2022
Q2 | $2.91M | Buy |
32,399
+2,059
| +7% | +$185K | 0.76% | 55 |
|
|
2022
Q1 | $3.37M | Sell |
30,340
-4,378
| -13% | -$486K | 0.81% | 50 |
|
|
2021
Q4 | $3.59M | Sell |
34,718
-1,747
| -5% | -$181K | 0.85% | 57 |
|
|
2021
Q3 | $4.57M | Buy |
36,465
+1,915
| +6% | +$240K | 1.15% | 40 |
|
|
2021
Q2 | $4.29M | Sell |
34,550
-1,017
| -3% | -$126K | 1.12% | 49 |
|
|
2021
Q1 | $4.2M | Buy |
35,567
+1,253
| +4% | +$148K | 1.27% | 48 |
|
|
2020
Q4 | $4.02M | Buy |
34,314
+1,084
| +3% | +$127K | 1.34% | 36 |
|
|
2020
Q3 | $3.45M | Buy |
33,230
+2,834
| +9% | +$294K | 1.36% | 34 |
|
|
2020
Q2 | $2.79M | Buy |
30,396
+4,065
| +15% | +$373K | 1.23% | 50 |
|
|
2020
Q1 | $2.38M | Buy |
26,331
+7,191
| +38% | +$649K | 1.29% | 40 |
|
|
2019
Q4 | $2.17M | Buy |
19,140
+4,389
| +30% | +$498K | 0.93% | 41 |
|
|
2019
Q3 | $1.6M | Buy |
14,751
+1,609
| +12% | +$175K | 0.79% | 52 |
|
|
2019
Q2 | $1.28M | Buy |
13,142
+6,224
| +90% | +$606K | 0.66% | 62 |
|
|
2019
Q1 | $630K | Buy |
6,918
+3,833
| +124% | +$349K | 0.39% | 84 |
|
|
2018
Q4 | $281K | Buy |
+3,085
| New | +$281K | 0.22% | 93 |
|