Wilson & Boucher Capital Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,212
| Closed | -$199K | – | 112 |
|
|
2024
Q3 | $199K | Buy |
+2,212
| New | +$199K | 0.14% | 112 |
|
|
2024
Q2 | – | Sell |
-2,912
| Closed | -$254K | – | 111 |
|
|
2024
Q1 | $254K | Hold |
2,912
| – | – | 0.2% | 101 |
|
|
2023
Q4 | $240K | Buy |
2,912
+50
| +2% | +$4.12K | 0.2% | 100 |
|
|
2023
Q3 | $224K | Sell |
2,862
-100
| -3% | -$7.84K | 0.21% | 98 |
|
|
2023
Q2 | $261K | Hold |
2,962
| – | – | 0.24% | 90 |
|
|
2023
Q1 | $239K | Sell |
2,962
-100
| -3% | -$8.06K | 0.23% | 94 |
|
|
2022
Q4 | $238K | Sell |
3,062
-243
| -7% | -$18.9K | 0.24% | 88 |
|
|
2022
Q3 | $267K | Hold |
3,305
| – | – | 0.31% | 78 |
|
|
2022
Q2 | $297K | Sell |
3,305
-33
| -1% | -$2.97K | 0.33% | 79 |
|
|
2022
Q1 | $370K | Sell |
3,338
-40
| -1% | -$4.43K | 0.34% | 77 |
|
|
2021
Q4 | $349K | Buy |
+3,378
| New | +$349K | 0.31% | 79 |
|