The Family Firm’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 |
-841
| Closed | -$66.2K | – | 592 |
|
|
2024
Q2 | $66.2K | Buy |
+841
| New | +$66.2K | 0.01% | 349 |
|
|
2016
Q4 | – | Sell |
-2,803
| Closed | -$242K | – | 112 |
|
|
2016
Q3 | $242K | Buy |
2,803
+200
| +8% | +$17.3K | 0.12% | 101 |
|
|
2016
Q2 | $226K | Buy |
+2,603
| New | +$226K | 0.11% | 95 |
|
|
2016
Q1 | – | Sell |
-2,798
| Closed | -$215K | – | 110 |
|
|
2015
Q4 | $215K | Buy |
+2,798
| New | +$215K | 0.11% | 97 |
|
|
2015
Q3 | – | Sell |
-3,056
| Closed | -$226K | – | 109 |
|
|
2015
Q2 | $226K | Sell |
3,056
-133
| -4% | -$9.84K | 0.12% | 93 |
|
|
2015
Q1 | $249K | Buy |
+3,189
| New | +$249K | 0.13% | 88 |
|