WealthPLAN Partners’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 |
-9,121
| Closed | -$718K | – | 281 |
|
|
2024
Q2 | $718K | Sell |
9,121
-182
| -2% | -$14.3K | 0.08% | 165 |
|
|
2024
Q1 | $811K | Buy |
+9,303
| New | +$811K | 0.08% | 161 |
|
|
2023
Q4 | – | Sell |
-2,579
| Closed | -$202K | – | 334 |
|
|
2023
Q3 | $202K | Buy |
2,579
+185
| +8% | +$14.5K | 0.02% | 301 |
|
|
2023
Q2 | $211K | Sell |
2,394
-1,205
| -33% | -$106K | 0.03% | 286 |
|
|
2023
Q1 | $290K | Sell |
3,599
-26,771
| -88% | -$2.16M | 0.03% | 255 |
|
|
2022
Q4 | $2.53M | Buy |
+30,370
| New | +$2.53M | 0.18% | 107 |
|
|
2022
Q1 | $17.7M | Buy |
169,287
+28,836
| +21% | +$3.01M | 1.23% | 16 |
|
|
2021
Q4 | $14.5M | Buy |
140,451
+8,313
| +6% | +$860K | 0.96% | 31 |
|
|
2021
Q3 | $14.8M | Buy |
132,138
+5,859
| +5% | +$658K | 0.99% | 30 |
|
|
2021
Q2 | $15.9M | Buy |
126,279
+9,775
| +8% | +$1.23M | 1.12% | 22 |
|
|
2021
Q1 | $15M | Buy |
116,504
+5,551
| +5% | +$713K | 1.16% | 20 |
|
|
2020
Q4 | $13M | Buy |
110,953
+9,434
| +9% | +$1.1M | 1.1% | 21 |
|
|
2020
Q3 | $11.1M | Buy |
101,519
+6,372
| +7% | +$698K | 1.08% | 22 |
|
|
2020
Q2 | $9.64M | Buy |
95,147
+7,069
| +8% | +$716K | 1% | 28 |
|
|
2020
Q1 | $8.26M | Buy |
88,078
+35,909
| +69% | +$3.37M | 1.07% | 23 |
|
|
2019
Q4 | $6.08M | Buy |
52,169
+1,532
| +3% | +$178K | 0.72% | 44 |
|
|
2019
Q3 | $5.52M | Buy |
50,637
+3,728
| +8% | +$406K | 0.75% | 43 |
|
|
2019
Q2 | $4.8M | Buy |
46,909
+1,838
| +4% | +$188K | 0.72% | 42 |
|
|
2019
Q1 | $3.98M | Buy |
45,071
+4,585
| +11% | +$405K | 0.62% | 48 |
|
|
2018
Q4 | $3.74M | Buy |
40,486
+7,019
| +21% | +$648K | 0.6% | 49 |
|
|
2018
Q3 | $3.09M | Buy |
33,467
+1,060
| +3% | +$97.7K | 0.56% | 50 |
|
|
2018
Q2 | $2.78M | Sell |
32,407
-9,899
| -23% | -$848K | 0.57% | 52 |
|
|
2018
Q1 | $3.39M | Buy |
42,306
+11,176
| +36% | +$896K | 0.74% | 36 |
|
|
2017
Q4 | $2.51M | Buy |
31,130
+4,398
| +16% | +$355K | 0.67% | 41 |
|
|
2017
Q3 | $2.08M | Buy |
26,732
+152
| +0.6% | +$11.8K | 0.58% | 42 |
|
|
2017
Q2 | $2.36M | Buy |
26,580
+25,682
| +2,860% | +$2.28M | 0.68% | 40 |
|
|
2017
Q1 | $72K | Buy |
+898
| New | +$72K | 0.25% | 76 |
|
|
2016
Q3 | $1.47M | Sell |
17,063
-11,110
| -39% | -$957K | 0.48% | 44 |
|
|
2016
Q2 | $1.21M | Buy |
+28,173
| New | +$1.21M | 0.16% | 107 |
|
|
2015
Q4 | $515K | Buy |
+19,971
| New | +$515K | 0.08% | 153 |
|
|
2015
Q2 | $7K | Sell |
100
-163
| -62% | -$11.4K | ﹤0.01% | 328 |
|
|
2015
Q1 | $20K | Buy |
+263
| New | +$20K | 0.01% | 317 |
|