Waverton Investment Management’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 |
-91,240
| Closed | -$7.37M | – | 80 |
|
|
2022
Q3 | $7.37M | Buy |
91,240
+7,142
| +8% | +$577K | 0.3% | 48 |
|
|
2022
Q2 | $7.55M | Buy |
84,098
+9,474
| +13% | +$850K | 0.29% | 48 |
|
|
2022
Q1 | $8.28M | Buy |
74,624
+12,627
| +20% | +$1.4M | 0.28% | 50 |
|
|
2021
Q4 | $6.41M | Buy |
+61,997
| New | +$6.41M | 0.2% | 51 |
|
|
2020
Q2 | – | Sell |
-41,992
| Closed | -$3.79M | – | 52 |
|
|
2020
Q1 | $3.79M | Sell |
41,992
-500
| -1% | -$45.1K | 0.25% | 33 |
|
|
2019
Q4 | $4.82M | Sell |
42,492
-7,289
| -15% | -$827K | 0.25% | 32 |
|
|
2019
Q3 | $5.41M | Buy |
+49,781
| New | +$5.41M | 0.28% | 32 |
|