TRUE Private Wealth Advisors’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 |
-4,061
| Closed | -$320K | – | 252 |
|
|
2024
Q2 | $320K | Buy |
4,061
+136
| +3% | +$10.7K | 0.04% | 216 |
|
|
2024
Q1 | $342K | Sell |
3,925
-386
| -9% | -$33.6K | 0.04% | 215 |
|
|
2023
Q4 | $355K | Buy |
+4,311
| New | +$355K | 0.05% | 198 |
|
|
2022
Q2 | – | Sell |
-2,210
| Closed | -$233K | – | 243 |
|
|
2022
Q1 | $233K | Sell |
2,210
-259
| -10% | -$27.3K | 0.03% | 214 |
|
|
2021
Q4 | $255K | Sell |
2,469
-232
| -9% | -$24K | 0.04% | 220 |
|
|
2021
Q3 | $340K | Buy |
2,701
+516
| +24% | +$65K | 0.05% | 179 |
|
|
2021
Q2 | $272K | Sell |
2,185
-404
| -16% | -$50.3K | 0.04% | 186 |
|
|
2021
Q1 | $307K | Buy |
2,589
+86
| +3% | +$10.2K | 0.05% | 171 |
|
|
2020
Q4 | $294K | Buy |
2,503
+190
| +8% | +$22.3K | 0.05% | 162 |
|
|
2020
Q3 | $241K | Sell |
2,313
-2,386
| -51% | -$249K | 0.04% | 167 |
|
|
2020
Q2 | $433K | Buy |
4,699
+238
| +5% | +$21.9K | 0.08% | 127 |
|
|
2020
Q1 | $404K | Sell |
4,461
-2,997
| -40% | -$271K | 0.09% | 114 |
|
|
2019
Q4 | $850K | Buy |
7,458
+2,393
| +47% | +$273K | 0.13% | 93 |
|
|
2019
Q3 | $552K | Buy |
5,065
+2,166
| +75% | +$236K | 0.1% | 119 |
|
|
2019
Q2 | $282K | Buy |
2,899
+54
| +2% | +$5.25K | 0.05% | 161 |
|
|
2019
Q1 | $259K | Sell |
2,845
-4,931
| -63% | -$449K | 0.05% | 172 |
|
|
2018
Q4 | $711K | Buy |
7,776
+217
| +3% | +$19.8K | 0.13% | 110 |
|
|
2018
Q3 | $747K | Buy |
7,559
+113
| +2% | +$11.2K | 0.11% | 126 |
|
|
2018
Q2 | $637K | Buy |
7,446
+273
| +4% | +$23.4K | 0.1% | 135 |
|
|
2018
Q1 | $578K | Sell |
7,173
-1,425
| -17% | -$115K | 0.1% | 118 |
|
|
2017
Q4 | $698K | Buy |
+8,598
| New | +$698K | 0.12% | 101 |
|