SWA
Sutton Wealth Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $52K | Buy |
664
+126
| +23% | +$9.87K | 0.03% | 221 |
|
|
2023
Q2 | $47.4K | Buy |
538
+337
| +168% | +$29.7K | 0.02% | 233 |
|
|
2023
Q1 | $16.2K | Buy |
201
+103
| +105% | +$8.3K | 0.01% | 339 |
|
|
2022
Q4 | $7.62K | Sell |
98
-1,246
| -93% | -$96.8K | ﹤0.01% | 1024 |
|
|
2022
Q3 | $109K | Buy |
1,344
+801
| +148% | +$64.7K | 0.04% | 239 |
|
|
2022
Q2 | $48.7K | Sell |
543
-111
| -17% | -$9.96K | 0.02% | 386 |
|
|
2022
Q1 | $72.6K | Buy |
654
+2
| +0.3% | +$222 | 0.03% | 313 |
|
|
2021
Q4 | $67.4K | Buy |
652
+35
| +6% | +$3.62K | 0.02% | 337 |
|
|
2021
Q3 | $77.3K | Sell |
617
-6
| -1% | -$752 | 0.03% | 291 |
|
|
2021
Q2 | $77.3K | Hold |
623
| – | – | 0.03% | 293 |
|
|
2021
Q1 | $73.6K | Buy |
623
+37
| +6% | +$4.37K | 0.03% | 292 |
|
|
2020
Q4 | $68.6K | Buy |
586
+39
| +7% | +$4.57K | 0.03% | 284 |
|
|
2020
Q3 | $56.8K | Buy |
547
+8
| +1% | +$831 | 0.03% | 281 |
|
|
2020
Q2 | $49.4K | Buy |
539
+126
| +31% | +$11.6K | 0.03% | 300 |
|
|
2020
Q1 | $37.2K | Buy |
413
+25
| +6% | +$2.25K | 0.02% | 333 |
|
|
2019
Q4 | $44K | Buy |
388
+4
| +1% | +$454 | 0.02% | 339 |
|
|
2019
Q3 | $41.7K | Hold |
384
| – | – | 0.02% | 349 |
|
|
2019
Q2 | $37.4K | Sell |
384
-323
| -46% | -$31.5K | 0.02% | 380 |
|
|
2019
Q1 | $64.4K | Buy |
707
+12
| +2% | +$1.09K | 0.04% | 254 |
|
|
2018
Q4 | $63.2K | Hold |
695
| – | – | 0.04% | 242 |
|
|
2018
Q3 | $68.4K | Hold |
695
| – | – | 0.04% | 239 |
|
|
2018
Q2 | $59.5K | Buy |
695
+127
| +22% | +$10.9K | 0.04% | 249 |
|
|
2018
Q1 | $45.6K | Buy |
568
+15
| +3% | +$1.2K | 0.03% | 294 |
|
|
2017
Q4 | $44.7K | Sell |
553
-179
| -24% | -$14.5K | 0.03% | 302 |
|
|
2017
Q3 | $56.9K | Buy |
732
+19
| +3% | +$1.48K | 0.04% | 247 |
|
|
2017
Q2 | $63.3K | Buy |
713
+14
| +2% | +$1.24K | 0.05% | 231 |
|
|
2017
Q1 | $56.3K | Buy |
699
+175
| +33% | +$14.1K | 0.05% | 245 |
|
|
2016
Q4 | $37.3K | Sell |
524
-918
| -64% | -$65.4K | 0.03% | 316 |
|
|
2016
Q3 | $125K | Buy |
1,442
+14
| +1% | +$1.21K | 0.11% | 155 |
|
|
2016
Q2 | $124K | Hold |
1,428
| – | – | 0.12% | 151 |
|
|
2016
Q1 | $107K | Buy |
+1,428
| New | +$107K | 0.1% | 172 |
|