Wunderlich Capital Managemnt’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-18,761
Closed -$1.51M 95
2023
Q1
$1.51M Sell
18,761
-1,714
-8% -$138K 0.79% 54
2022
Q4
$1.59M Buy
20,475
+331
+2% +$25.7K 0.89% 51
2022
Q3
$1.63M Buy
20,144
+446
+2% +$36K 1.04% 50
2022
Q2
$1.77M Sell
19,698
-103
-0.5% -$9.25K 1.03% 50
2022
Q1
$2.2M Sell
19,801
-428
-2% -$47.5K 1.04% 50
2021
Q4
$2.09M Buy
20,229
+466
+2% +$48.2K 0.93% 55
2021
Q3
$2.48M Buy
19,763
+948
+5% +$119K 1.19% 43
2021
Q2
$2.34M Buy
18,815
+173
+0.9% +$21.5K 1.18% 45
2021
Q1
$2.2M Sell
18,642
-359
-2% -$42.4K 1.2% 44
2020
Q4
$2.23M Sell
19,001
-2
-0% -$234 1.23% 35
2020
Q3
$1.98M Buy
19,003
+190
+1% +$19.7K 1.22% 32
2020
Q2
$1.73M Buy
18,813
+30
+0.2% +$2.75K 1.21% 32
2020
Q1
$1.69M Sell
18,783
-1,129
-6% -$102K 1.4% 24
2019
Q4
$2.26M Sell
19,912
-246
-1% -$27.9K 1.42% 20
2019
Q3
$2.19M Sell
20,158
-45
-0.2% -$4.89K 1.51% 19
2019
Q2
$1.97M Buy
20,203
+619
+3% +$60.3K 1.31% 32
2019
Q1
$1.78M Buy
19,584
+355
+2% +$32.3K 1.24% 38
2018
Q4
$1.75M Sell
19,229
-104
-0.5% -$9.46K 1.34% 29
2018
Q3
$1.9M Sell
19,333
-871
-4% -$85.7K 1.35% 28
2018
Q2
$1.73M Buy
20,204
+174
+0.9% +$14.9K 1.2% 34
2018
Q1
$1.61M Buy
20,030
+34
+0.2% +$2.73K 1.1% 39
2017
Q4
$1.62M Buy
19,996
+713
+4% +$57.6K 1.12% 44
2017
Q3
$1.5M Sell
19,283
-128
-0.7% -$9.96K 1.12% 45
2017
Q2
$1.72M Sell
19,411
-312
-2% -$27.7K 1.29% 25
2017
Q1
$1.59M Buy
19,723
+457
+2% +$36.8K 1.24% 33
2016
Q4
$1.37M Buy
19,266
+219
+1% +$15.6K 1.12% 51
2016
Q3
$1.65M Sell
19,047
-383
-2% -$33.1K 1.31% 21
2016
Q2
$1.69M Sell
19,430
-13
-0.1% -$1.13K 1.43% 13
2016
Q1
$1.46M Sell
19,443
-32
-0.2% -$2.4K 1.25% 27
2015
Q4
$1.5M Buy
19,475
+385
+2% +$29.6K 1.29% 24
2015
Q3
$1.28M Sell
19,090
-135
-0.7% -$9.04K 1.18% 30
2015
Q2
$1.42M Sell
19,225
-586
-3% -$43.4K 1.38% 22
2015
Q1
$1.54M Sell
19,811
-1,073
-5% -$83.4K 1.39% 18
2014
Q4
$1.51M Sell
20,884
-31
-0.1% -$2.24K 1.28% 19
2014
Q3
$1.29M Sell
20,915
-176
-0.8% -$10.9K 1.16% 34
2014
Q2
$1.34M Buy
21,091
+7
+0% +$445 1.23% 28
2014
Q1
$1.3M Buy
21,084
+189
+0.9% +$11.7K 1.23% 29
2013
Q4
$1.2M Buy
+20,895
New +$1.2M 1.15% 43