WealthSource Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,824
| Closed | -$389K | – | 514 |
|
|
2023
Q1 | $389K | Sell |
4,824
-852
| -15% | -$69.4K | 0.03% | 358 |
|
|
2022
Q4 | $441K | Buy |
5,676
+397
| +8% | +$32.2K | 0.03% | 322 |
|
|
2022
Q3 | $426K | Sell |
5,279
-1,702
| -24% | -$153K | 0.03% | 328 |
|
|
2022
Q2 | $627K | Sell |
6,981
-11,454
| -62% | -$1.16M | 0.05% | 264 |
|
|
2022
Q1 | $2.04M | Buy |
18,435
+13,826
| +300% | +$1.46M | 0.14% | 125 |
|
|
2021
Q4 | $477K | Buy |
4,609
+55
| +1% | +$6.37K | 0.04% | 316 |
|
|
2021
Q3 | $571K | Buy |
4,554
+475
| +12% | +$61.5K | 0.05% | 268 |
|
|
2021
Q2 | $506K | Sell |
4,079
-742
| -15% | -$93.2K | 0.04% | 269 |
|
|
2021
Q1 | $570K | Sell |
4,821
-1,417
| -23% | -$166K | 0.06% | 226 |
|
|
2020
Q4 | $731K | Sell |
6,238
-1,861
| -23% | -$205K | 0.09% | 155 |
|
|
2020
Q3 | $842K | Buy |
8,099
+2,312
| +40% | +$232K | 0.11% | 122 |
|
|
2020
Q2 | $531K | Sell |
5,787
-1,196
| -17% | -$115K | 0.08% | 179 |
|
|
2020
Q1 | $630K | Sell |
6,983
-235
| -3% | -$25K | 0.1% | 149 |
|
|
2019
Q4 | $819K | Buy |
7,218
+1,297
| +22% | +$142K | 0.11% | 160 |
|
|
2019
Q3 | $643K | Buy |
5,921
+1,134
| +24% | +$118K | 0.1% | 197 |
|
|
2019
Q2 | $466K | Buy |
4,787
+1,257
| +36% | +$115K | 0.07% | 253 |
|
|
2019
Q1 | $322K | Buy |
3,530
+92
| +3% | +$8.23K | 0.07% | 241 |
|
|
2018
Q4 | $313K | Buy |
+3,438
| New | +$321K | 0.09% | 205 |
|
|
2018
Q1 | – | Sell |
-3,468
| Closed | -$280K | – | 314 |
|
|
2017
Q4 | $280K | Buy |
3,468
+728
| +27% | +$58.3K | 0.09% | 213 |
|
|
2017
Q3 | $213K | Sell |
2,740
-97
| -3% | -$8.05K | 0.07% | 264 |
|
|
2017
Q2 | $252K | Sell |
2,837
-2,405
| -46% | -$203K | 0.09% | 225 |
|
|
2017
Q1 | $422K | Sell |
5,242
-629
| -11% | -$49.1K | 0.16% | 144 |
|
|
2016
Q4 | $418K | Buy |
5,871
+326
| +6% | +$25.6K | 0.18% | 121 |
|
|
2016
Q3 | $479K | Buy |
5,545
+55
| +1% | +$4.79K | 0.17% | 122 |
|
|
2016
Q2 | $476K | Sell |
5,490
-168
| -3% | -$13.6K | 0.18% | 120 |
|
|
2016
Q1 | $424K | Buy |
+5,658
| New | +$426K | 0.17% | 122 |
|
Other funds holding MDT
