True North Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,015
| Closed | -$324K | – | 226 |
|
|
2023
Q1 | $324K | Sell |
4,015
-1,514
| -27% | -$122K | 0.1% | 151 |
|
|
2022
Q4 | $430K | Hold |
5,529
| – | – | 0.15% | 113 |
|
|
2022
Q3 | $446K | Sell |
5,529
-1,164
| -17% | -$93.9K | 0.15% | 120 |
|
|
2022
Q2 | $600K | Buy |
6,693
+623
| +10% | +$55.8K | 0.19% | 107 |
|
|
2022
Q1 | $673K | Buy |
6,070
+480
| +9% | +$53.2K | 0.18% | 106 |
|
|
2021
Q4 | $578K | Sell |
5,590
-145
| -3% | -$15K | 0.1% | 147 |
|
|
2021
Q3 | $718K | Buy |
5,735
+178
| +3% | +$22.3K | 0.14% | 125 |
|
|
2021
Q2 | $689K | Sell |
5,557
-66
| -1% | -$8.18K | 0.14% | 125 |
|
|
2021
Q1 | $664K | Hold |
5,623
| – | – | 0.16% | 111 |
|
|
2020
Q4 | $658K | Sell |
5,623
-514
| -8% | -$60.1K | 0.17% | 102 |
|
|
2020
Q3 | $637K | Buy |
6,137
+533
| +10% | +$55.3K | 0.19% | 96 |
|
|
2020
Q2 | $513K | Buy |
+5,604
| New | +$513K | 0.12% | 116 |
|