Transform Wealth’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,752
| Closed | -$339K | – | 194 |
|
|
2022
Q2 | $339K | Sell |
3,752
-134
| -3% | -$13.6K | 0.05% | 154 |
|
|
2022
Q1 | $431K | Sell |
3,886
-106
| -3% | -$11.2K | 0.05% | 165 |
|
|
2021
Q4 | $413K | Sell |
3,992
-302
| -7% | -$35K | 0.04% | 169 |
|
|
2021
Q3 | $538K | Sell |
4,294
-623
| -13% | -$80.6K | 0.06% | 156 |
|
|
2021
Q2 | $610K | Buy |
4,917
+825
| +20% | +$104K | 0.07% | 158 |
|
|
2021
Q1 | $483K | Buy |
4,092
+458
| +13% | +$53.7K | 0.1% | 159 |
|
|
2020
Q4 | $426K | Sell |
3,634
-640
| -15% | -$70.5K | 0.09% | 161 |
|
|
2020
Q3 | $444K | Buy |
4,274
+19
| +0.4% | +$1.91K | 0.07% | 155 |
|
|
2020
Q2 | $390K | Sell |
4,255
-860
| -17% | -$82.5K | 0.07% | 163 |
|
|
2020
Q1 | $461K | Buy |
5,115
+62
| +1% | +$6.6K | 0.1% | 149 |
|
|
2019
Q4 | $573K | Sell |
5,053
-248
| -5% | -$27.2K | 0.09% | 153 |
|
|
2019
Q3 | $576K | Sell |
5,301
-2,869
| -35% | -$299K | 0.1% | 141 |
|
|
2019
Q2 | $796K | Buy |
8,170
+4,660
| +133% | +$425K | 0.12% | 150 |
|
|
2019
Q1 | $320K | Sell |
3,510
-3,382
| -49% | -$303K | 0.06% | 138 |
|
|
2018
Q4 | $627K | Sell |
6,892
-300
| -4% | -$28K | 0.13% | 127 |
|
|
2018
Q3 | $707K | Sell |
7,192
-700
| -9% | -$64.7K | 0.12% | 135 |
|
|
2018
Q2 | $676K | Sell |
7,892
-1,550
| -16% | -$129K | 0.12% | 144 |
|
|
2018
Q1 | $757K | Sell |
9,442
-200
| -2% | -$16.5K | 0.14% | 154 |
|
|
2017
Q4 | $779K | Hold |
9,642
| – | – | 0.14% | 164 |
|
|
2017
Q3 | $750K | Buy |
+9,642
| New | +$801K | 0.26% | 123 |
|
|
2017
Q2 | – | Sell |
-10,590
| Closed | -$853K | – | 106 |
|
|
2017
Q1 | $853K | Buy |
10,590
+23
| +0.2% | +$1.8K | 0.32% | 111 |
|
|
2016
Q4 | $753K | Buy |
10,567
+2,136
| +25% | +$168K | 0.3% | 115 |
|
|
2016
Q3 | $728K | Sell |
8,431
-2,136
| -20% | -$186K | 0.31% | 104 |
|
|
2016
Q2 | $917K | Buy |
+10,567
| New | +$855K | 0.39% | 89 |
|
Other funds holding MDT
