West Family Investments’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $503K | Buy |
5,772
+1,762
| +44% | +$154K | 0.13% | 160 |
|
2025
Q1 | $360K | Buy |
4,010
+381
| +10% | +$34.2K | 0.14% | 149 |
|
2024
Q4 | $290K | Sell |
3,629
-186
| -5% | -$14.9K | 0.1% | 199 |
|
2024
Q3 | $343K | Buy |
+3,815
| New | +$343K | 0.12% | 176 |
|
2024
Q2 | – | Sell |
-3,300
| Closed | -$288K | – | 266 |
|
2024
Q1 | $288K | Buy |
+3,300
| New | +$288K | 0.09% | 185 |
|
2023
Q3 | – | Sell |
-3,122
| Closed | -$275K | – | 246 |
|
2023
Q2 | $275K | Sell |
3,122
-1,078
| -26% | -$95K | 0.11% | 169 |
|
2023
Q1 | $339K | Buy |
+4,200
| New | +$339K | 0.13% | 115 |
|
2022
Q4 | – | Sell |
-6,333
| Closed | -$511K | – | 257 |
|
2022
Q3 | $511K | Buy |
6,333
+3,101
| +96% | +$250K | 0.21% | 97 |
|
2022
Q2 | $290K | Sell |
3,232
-2,047
| -39% | -$184K | 0.11% | 166 |
|
2022
Q1 | $586K | Buy |
+5,279
| New | +$586K | 0.17% | 96 |
|
2021
Q4 | – | Sell |
-4,064
| Closed | -$509K | – | 356 |
|
2021
Q3 | $509K | Sell |
4,064
-819
| -17% | -$103K | 0.13% | 130 |
|
2021
Q2 | $606K | Buy |
+4,883
| New | +$606K | 0.16% | 103 |
|