Wambolt & Associates’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-31,484
| Closed | -$2.74M | – | 213 |
|
|
2024
Q1 | $2.74M | Buy |
31,484
+4,800
| +18% | +$418K | 0.82% | 37 |
|
|
2023
Q4 | $2.2M | Buy |
26,684
+4,365
| +20% | +$360K | 0.72% | 37 |
|
|
2023
Q3 | $1.74M | Buy |
22,319
+3,452
| +18% | +$268K | 0.63% | 44 |
|
|
2023
Q2 | $1.66M | Buy |
18,867
+1,220
| +7% | +$107K | 0.59% | 48 |
|
|
2023
Q1 | $1.41M | Buy |
17,647
+1,404
| +9% | +$112K | 0.5% | 69 |
|
|
2022
Q4 | $1.26M | Buy |
16,243
+1,046
| +7% | +$81.3K | 0.48% | 76 |
|
|
2022
Q3 | $1.23M | Buy |
15,197
+300
| +2% | +$24.2K | 0.52% | 70 |
|
|
2022
Q2 | $1.34M | Buy |
14,897
+946
| +7% | +$84.9K | 0.54% | 63 |
|
|
2022
Q1 | $1.57M | Buy |
13,951
+1,471
| +12% | +$166K | 0.57% | 59 |
|
|
2021
Q4 | $1.29M | Buy |
12,480
+1,150
| +10% | +$119K | 0.47% | 79 |
|
|
2021
Q3 | $1.44M | Buy |
11,330
+1,083
| +11% | +$138K | 0.58% | 55 |
|
|
2021
Q2 | $1.29M | Buy |
10,247
+1,602
| +19% | +$202K | 0.55% | 63 |
|
|
2021
Q1 | $1.02M | Buy |
8,645
+2,050
| +31% | +$242K | 0.53% | 71 |
|
|
2020
Q4 | $773K | Buy |
6,595
+1,331
| +25% | +$156K | 0.46% | 80 |
|
|
2020
Q3 | $547K | Buy |
5,264
+221
| +4% | +$23K | 0.41% | 87 |
|
|
2020
Q2 | $462K | Buy |
5,043
+1,207
| +31% | +$111K | 0.36% | 100 |
|
|
2020
Q1 | $346K | Buy |
3,836
+1,094
| +40% | +$98.7K | 0.36% | 98 |
|
|
2019
Q4 | $311K | Buy |
+2,742
| New | +$311K | 0.24% | 132 |
|