Wakefield Asset Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-5,022
| Closed | -$452K | – | 161 |
|
2024
Q3 | $452K | Buy |
5,022
+28
| +0.6% | +$2.52K | 0.15% | 132 |
|
2024
Q2 | $393K | Buy |
4,994
+226
| +5% | +$17.8K | 0.14% | 135 |
|
2024
Q1 | $416K | Buy |
+4,768
| New | +$416K | 0.14% | 138 |
|
2022
Q3 | – | Sell |
-1,554
| Closed | -$139K | – | 189 |
|
2022
Q2 | $139K | Buy |
+1,554
| New | +$139K | 0.06% | 160 |
|
2020
Q2 | – | Sell |
-11,120
| Closed | -$1M | – | 186 |
|
2020
Q1 | $1M | Buy |
11,120
+1,079
| +11% | +$97.3K | 0.54% | 62 |
|
2019
Q4 | $1.14M | Buy |
10,041
+1,173
| +13% | +$133K | 0.47% | 65 |
|
2019
Q3 | $963K | Buy |
+8,868
| New | +$963K | 0.42% | 69 |
|