West Branch Capital’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.87K | Buy |
102
+1
| +1% | +$87 | ﹤0.01% | 282 |
|
|
2025
Q1 | $9.06K | Buy |
101
+1
| +1% | +$90 | ﹤0.01% | 292 |
|
|
2024
Q4 | $7.99K | Buy |
+100
| New | +$7.99K | ﹤0.01% | 288 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 596 |
|
|
2024
Q1 | – | Sell |
-26
| Closed | -$2.13K | – | 434 |
|
|
2023
Q4 | $2.13K | Sell |
26
-89
| -77% | -$7.3K | ﹤0.01% | 399 |
|
|
2023
Q3 | $9.01K | Hold |
115
| – | – | ﹤0.01% | 282 |
|
|
2023
Q2 | $10.1K | Sell |
115
-25
| -18% | -$2.2K | 0.01% | 281 |
|
|
2023
Q1 | $11.3K | Sell |
140
-23
| -14% | -$1.85K | 0.01% | 274 |
|
|
2022
Q4 | $12.7K | Sell |
163
-214
| -57% | -$16.6K | 0.01% | 265 |
|
|
2022
Q3 | $30K | Hold |
377
| – | – | 0.02% | 200 |
|
|
2022
Q2 | $34K | Buy |
377
+173
| +85% | +$15.6K | 0.02% | 195 |
|
|
2022
Q1 | $23K | Sell |
204
-259
| -56% | -$29.2K | 0.01% | 234 |
|
|
2021
Q4 | $48K | Sell |
463
-140
| -23% | -$14.5K | 0.02% | 200 |
|
|
2021
Q3 | $76K | Sell |
603
-26
| -4% | -$3.28K | 0.04% | 161 |
|
|
2021
Q2 | $78K | Buy |
+629
| New | +$78K | 0.04% | 161 |
|
|
2020
Q1 | – | Sell |
-4,095
| Closed | -$465K | – | 85 |
|
|
2019
Q4 | $465K | Buy |
+4,095
| New | +$465K | 0.32% | 64 |
|