WR Wealth Planners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $56.2K | Buy |
704
+32
| +5% | +$2.56K | 0.02% | 303 |
|
|
2024
Q3 | $60.5K | Sell |
672
-219
| -25% | -$19.7K | 0.02% | 318 |
|
|
2024
Q2 | $70.1K | Buy |
891
+117
| +15% | +$9.21K | 0.02% | 292 |
|
|
2024
Q1 | $67.5K | Buy |
+774
| New | +$67.5K | 0.02% | 295 |
|
|
2023
Q4 | – | Sell |
-1,326
| Closed | -$104K | – | 586 |
|
|
2023
Q3 | $104K | Sell |
1,326
-11
| -0.8% | -$862 | 0.04% | 226 |
|
|
2023
Q2 | $118K | Buy |
1,337
+252
| +23% | +$22.2K | 0.05% | 224 |
|
|
2023
Q1 | $87.5K | Buy |
1,085
+1,081
| +27,025% | +$87.2K | 0.04% | 251 |
|
|
2022
Q4 | $311 | Sell |
4
-202
| -98% | -$15.7K | ﹤0.01% | 461 |
|
|
2022
Q3 | $16.6K | Hold |
206
| – | – | 0.01% | 217 |
|
|
2022
Q2 | $18.5K | Hold |
206
| – | – | 0.01% | 237 |
|
|
2022
Q1 | $22.9K | Buy |
+206
| New | +$22.9K | 0.01% | 217 |
|