ZWJ Investment Counsel’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-6,700
| Closed | -$584K | – | 232 |
|
2024
Q1 | $584K | Buy |
+6,700
| New | +$584K | 0.03% | 135 |
|
2021
Q1 | – | Sell |
-1,860
| Closed | -$218K | – | 170 |
|
2020
Q4 | $218K | Buy |
+1,860
| New | +$218K | 0.01% | 156 |
|
2020
Q2 | – | Sell |
-8,297
| Closed | -$748K | – | 177 |
|
2020
Q1 | $748K | Buy |
8,297
+2,140
| +35% | +$193K | 0.07% | 114 |
|
2019
Q4 | $699K | Buy |
+6,157
| New | +$699K | 0.05% | 130 |
|
2018
Q1 | – | Sell |
-3,548
| Closed | -$287K | – | 229 |
|
2017
Q4 | $287K | Sell |
3,548
-200
| -5% | -$16.2K | 0.02% | 233 |
|
2017
Q3 | $291K | Sell |
3,748
-4,893
| -57% | -$380K | 0.02% | 223 |
|
2017
Q2 | $767K | Buy |
8,641
+2,075
| +32% | +$184K | 0.06% | 127 |
|
2017
Q1 | $529K | Buy |
+6,566
| New | +$529K | 0.04% | 166 |
|