YHB Investment Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,220
| Closed | -$512K | – | 277 |
|
|
2023
Q4 | $512K | Sell |
6,220
-963
| -13% | -$79.3K | 0.05% | 186 |
|
|
2023
Q3 | $563K | Sell |
7,183
-680
| -9% | -$53.3K | 0.05% | 180 |
|
|
2023
Q2 | $693K | Sell |
7,863
-610
| -7% | -$53.7K | 0.06% | 166 |
|
|
2023
Q1 | $683K | Sell |
8,473
-10,679
| -56% | -$861K | 0.07% | 166 |
|
|
2022
Q4 | $1.49M | Sell |
19,152
-7,105
| -27% | -$552K | 0.16% | 120 |
|
|
2022
Q3 | $2.12M | Sell |
26,257
-1,412
| -5% | -$114K | 0.24% | 100 |
|
|
2022
Q2 | $2.48M | Sell |
27,669
-934
| -3% | -$83.8K | 0.26% | 96 |
|
|
2022
Q1 | $3.17M | Buy |
28,603
+66
| +0.2% | +$7.32K | 0.28% | 91 |
|
|
2021
Q4 | $2.95M | Buy |
28,537
+4,213
| +17% | +$436K | 0.23% | 101 |
|
|
2021
Q3 | $3.05M | Buy |
24,324
+3,265
| +16% | +$409K | 0.26% | 99 |
|
|
2021
Q2 | $2.61M | Buy |
21,059
+303
| +1% | +$37.6K | 0.22% | 110 |
|
|
2021
Q1 | $2.61M | Sell |
20,756
-1,117
| -5% | -$141K | 0.23% | 110 |
|
|
2020
Q4 | $2.56M | Buy |
21,873
+95
| +0.4% | +$11.1K | 0.24% | 100 |
|
|
2020
Q3 | $2.26M | Sell |
21,778
-900
| -4% | -$93.5K | 0.25% | 97 |
|
|
2020
Q2 | $2.08M | Sell |
22,678
-275
| -1% | -$25.2K | 0.3% | 78 |
|
|
2020
Q1 | $2.07M | Buy |
22,953
+1,175
| +5% | +$106K | 0.36% | 74 |
|
|
2019
Q4 | $2.47M | Buy |
21,778
+689
| +3% | +$78.2K | 0.35% | 76 |
|
|
2019
Q3 | $2.29M | Buy |
21,089
+965
| +5% | +$105K | 0.35% | 75 |
|
|
2019
Q2 | $1.96M | Sell |
20,124
-672
| -3% | -$65.5K | 0.31% | 83 |
|
|
2019
Q1 | $1.89M | Buy |
20,796
+11,524
| +124% | +$1.05M | 0.3% | 88 |
|
|
2018
Q4 | $843K | Sell |
9,272
-832
| -8% | -$75.6K | 0.15% | 116 |
|
|
2018
Q3 | $994K | Buy |
10,104
+820
| +9% | +$80.7K | 0.15% | 118 |
|
|
2018
Q2 | $795K | Sell |
9,284
-363
| -4% | -$31.1K | 0.13% | 125 |
|
|
2018
Q1 | $774K | Sell |
9,647
-224
| -2% | -$18K | 0.13% | 121 |
|
|
2017
Q4 | $797K | Sell |
9,871
-189
| -2% | -$15.3K | 0.14% | 117 |
|
|
2017
Q3 | $782K | Buy |
10,060
+285
| +3% | +$22.2K | 0.14% | 115 |
|
|
2017
Q2 | $868K | Buy |
9,775
+6,374
| +187% | +$566K | 0.15% | 112 |
|
|
2017
Q1 | $283K | Buy |
3,401
+125
| +4% | +$10.4K | 0.05% | 152 |
|
|
2016
Q4 | $233K | Sell |
3,276
-198
| -6% | -$14.1K | 0.05% | 163 |
|
|
2016
Q3 | $300K | Buy |
3,474
+40
| +1% | +$3.45K | 0.07% | 142 |
|
|
2016
Q2 | $298K | Buy |
+3,434
| New | +$298K | 0.07% | 140 |
|
|
2016
Q1 | – | Sell |
-3,620
| Closed | -$278K | – | 159 |
|
|
2015
Q4 | $278K | Sell |
3,620
-219
| -6% | -$16.8K | 0.06% | 141 |
|
|
2015
Q3 | $257K | Sell |
3,839
-150
| -4% | -$10K | 0.06% | 141 |
|
|
2015
Q2 | $296K | Buy |
3,989
+673
| +20% | +$49.9K | 0.06% | 142 |
|
|
2015
Q1 | $259K | Buy |
3,316
+229
| +7% | +$17.9K | 0.06% | 149 |
|
|
2014
Q4 | $223K | Buy |
+3,087
| New | +$223K | 0.05% | 151 |
|