AE Wealth Management’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$908K Buy
10,420
+1,521
+17% +$133K 0.01% 752
2025
Q1
$800K Buy
8,899
+597
+7% +$53.6K 0.01% 773
2024
Q4
$663K Sell
8,302
-28
-0.3% -$2.24K 0.01% 818
2024
Q3
$750K Sell
8,330
-1,248
-13% -$112K 0.01% 774
2024
Q2
$754K Buy
9,578
+1,896
+25% +$149K 0.01% 780
2024
Q1
$669K Sell
7,682
-133,825
-95% -$11.7M 0.01% 752
2023
Q4
$12.2M Buy
141,507
+49,971
+55% +$4.32M 0.06% 350
2023
Q3
$7.17M Sell
91,536
-10,995
-11% -$862K 0.04% 450
2023
Q2
$9.03M Sell
102,531
-3,050
-3% -$269K 0.05% 388
2023
Q1
$8.51M Buy
105,581
+27,308
+35% +$2.2M 0.05% 376
2022
Q4
$6.08M Buy
78,273
+20,066
+34% +$1.56M 0.04% 427
2022
Q3
$4.7M Buy
58,207
+10,467
+22% +$845K 0.04% 442
2022
Q2
$4.29M Buy
47,740
+1,777
+4% +$159K 0.03% 433
2022
Q1
$5.1M Sell
45,963
-3,747
-8% -$416K 0.04% 431
2021
Q4
$5.14M Buy
49,710
+3,663
+8% +$379K 0.04% 406
2021
Q3
$5.77M Buy
46,047
+3,752
+9% +$470K 0.05% 346
2021
Q2
$5.25M Buy
42,295
+5,675
+15% +$704K 0.05% 352
2021
Q1
$4.33M Buy
36,620
+3,922
+12% +$463K 0.04% 351
2020
Q4
$3.83M Buy
32,698
+2,356
+8% +$276K 0.04% 325
2020
Q3
$3.15M Sell
30,342
-2,689
-8% -$279K 0.05% 319
2020
Q2
$3.03M Sell
33,031
-18,502
-36% -$1.7M 0.05% 305
2020
Q1
$4.65M Buy
51,533
+2,813
+6% +$254K 0.11% 176
2019
Q4
$5.53M Buy
48,720
+10,940
+29% +$1.24M 0.12% 164
2019
Q3
$4.1M Buy
37,780
+24,703
+189% +$2.68M 0.12% 167
2019
Q2
$1.27M Buy
13,077
+8,932
+215% +$870K 0.04% 339
2019
Q1
$378K Buy
4,145
+367
+10% +$33.5K 0.03% 406
2018
Q4
$344K Sell
3,778
-837
-18% -$76.2K 0.06% 321
2018
Q3
$454K Sell
4,615
-550
-11% -$54.1K 0.03% 345
2018
Q2
$442K Buy
5,165
+1,439
+39% +$123K 0.03% 276
2018
Q1
$299K Sell
3,726
-411
-10% -$33K 0.02% 327
2017
Q4
$334K Buy
4,137
+390
+10% +$31.5K 0.03% 296
2017
Q3
$291K Buy
3,747
+511
+16% +$39.7K 0.03% 319
2017
Q2
$287K Sell
3,236
-897
-22% -$79.6K 0.03% 303
2017
Q1
$333K Buy
+4,133
New +$333K 0.06% 203