V Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,727
| Closed | -$624K | – | 386 |
|
|
2022
Q3 | $624K | Sell |
7,727
-4,511
| -37% | -$364K | 0.12% | 162 |
|
|
2022
Q2 | $1.1M | Buy |
12,238
+300
| +3% | +$26.9K | 0.21% | 121 |
|
|
2022
Q1 | $1.32M | Buy |
11,938
+6,356
| +114% | +$705K | 0.21% | 115 |
|
|
2021
Q4 | $578K | Buy |
5,582
+90
| +2% | +$9.32K | 0.08% | 234 |
|
|
2021
Q3 | $689K | Sell |
5,492
-123
| -2% | -$15.4K | 0.11% | 200 |
|
|
2021
Q2 | $698K | Buy |
5,615
+3,605
| +179% | +$448K | 0.11% | 209 |
|
|
2021
Q1 | $237K | Sell |
2,010
-120
| -6% | -$14.1K | 0.04% | 380 |
|
|
2020
Q4 | $250K | Buy |
+2,130
| New | +$250K | 0.05% | 331 |
|
|
2020
Q3 | – | Sell |
-2,687
| Closed | -$246K | – | 263 |
|
|
2020
Q2 | $246K | Sell |
2,687
-462
| -15% | -$42.3K | 0.06% | 300 |
|
|
2020
Q1 | $284K | Buy |
3,149
+471
| +18% | +$42.5K | 0.09% | 227 |
|
|
2019
Q4 | $291K | Hold |
2,678
| – | – | 0.1% | 205 |
|
|
2019
Q3 | $291K | Buy |
2,678
+118
| +5% | +$12.8K | 0.1% | 206 |
|
|
2019
Q2 | $252K | Buy |
2,560
+223
| +10% | +$22K | 0.1% | 219 |
|
|
2019
Q1 | $202K | Buy |
+2,337
| New | +$202K | 0.08% | 241 |
|
|
2018
Q4 | – | Sell |
-2,113
| Closed | -$208K | – | 226 |
|
|
2018
Q3 | $208K | Buy |
+2,113
| New | +$208K | 0.1% | 211 |
|
|
2017
Q3 | – | Sell |
-337
| Closed | -$30K | – | 507 |
|
|
2017
Q2 | $30K | Buy |
+337
| New | +$30K | 0.01% | 391 |
|