AllSquare 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 | $516K | Sell |
5,917
-250
| -4% | -$21.8K | 0.29% | 55 |
|
|
2025
Q1 | $554K | Buy |
6,167
+83
| +1% | +$7.46K | 0.33% | 48 |
|
|
2024
Q4 | $486K | Buy |
6,084
+1,200
| +25% | +$95.9K | 0.28% | 54 |
|
|
2024
Q3 | $440K | Buy |
4,884
+100
| +2% | +$9K | 0.25% | 57 |
|
|
2024
Q2 | $377K | Hold |
4,784
| – | – | 0.23% | 60 |
|
|
2024
Q1 | $417K | Hold |
4,784
| – | – | 0.24% | 61 |
|
|
2023
Q4 | $394K | Sell |
4,784
-2
| -0% | -$165 | 0.24% | 60 |
|
|
2023
Q3 | $375K | Buy |
4,786
+200
| +4% | +$15.7K | 0.24% | 57 |
|
|
2023
Q2 | $378K | Hold |
4,586
| – | – | 0.25% | 57 |
|
|
2023
Q1 | $370K | Buy |
4,586
+400
| +10% | +$32.2K | 0.24% | 58 |
|
|
2022
Q4 | $325K | Buy |
4,186
+3,650
| +681% | +$284K | 0.22% | 61 |
|
|
2022
Q3 | $43K | Hold |
536
| – | – | 0.03% | 205 |
|
|
2022
Q2 | $48K | Hold |
536
| – | – | 0.03% | 201 |
|
|
2022
Q1 | $59K | Buy |
536
+2
| +0.4% | +$220 | 0.04% | 203 |
|
|
2021
Q4 | $55K | Hold |
534
| – | – | 0.03% | 210 |
|
|
2021
Q3 | $67K | Hold |
534
| – | – | 0.04% | 190 |
|
|
2021
Q2 | $66K | Hold |
534
| – | – | 0.04% | 198 |
|
|
2021
Q1 | $63K | Hold |
534
| – | – | 0.04% | 193 |
|
|
2020
Q4 | $63K | Sell |
534
-307
| -37% | -$36.2K | 0.04% | 178 |
|
|
2020
Q3 | $87K | Buy |
841
+250
| +42% | +$25.9K | 0.06% | 136 |
|
|
2020
Q2 | $54K | Buy |
591
+57
| +11% | +$5.21K | 0.04% | 171 |
|
|
2020
Q1 | $48K | Hold |
534
| – | – | 0.04% | 166 |
|
|
2019
Q4 | $61K | Hold |
534
| – | – | 0.04% | 167 |
|
|
2019
Q3 | $58K | Hold |
534
| – | – | 0.04% | 166 |
|
|
2019
Q2 | $52K | Sell |
534
-367
| -41% | -$35.7K | 0.04% | 184 |
|
|
2019
Q1 | $82K | Hold |
901
| – | – | 0.06% | 143 |
|
|
2018
Q4 | $82K | Hold |
901
| – | – | 0.07% | 128 |
|
|
2018
Q3 | $89K | Hold |
901
| – | – | 0.07% | 130 |
|
|
2018
Q2 | $77K | Buy |
901
+167
| +23% | +$14.3K | 0.06% | 137 |
|
|
2018
Q1 | $59K | Hold |
734
| – | – | 0.05% | 135 |
|
|
2017
Q4 | $59K | Hold |
734
| – | – | 0.05% | 132 |
|
|
2017
Q3 | $57K | Buy |
+734
| New | +$57K | 0.05% | 131 |
|
|
2017
Q2 | – | Sell |
-734
| Closed | -$59K | – | 308 |
|
|
2017
Q1 | $59K | Sell |
734
-400
| -35% | -$32.2K | 0.05% | 124 |
|
|
2016
Q4 | $81K | Hold |
1,134
| – | – | 0.07% | 107 |
|
|
2016
Q3 | $98K | Sell |
1,134
-269
| -19% | -$23.2K | 0.09% | 85 |
|
|
2016
Q2 | $122K | Sell |
1,403
-300
| -18% | -$26.1K | 0.12% | 67 |
|
|
2016
Q1 | $128K | Buy |
1,703
+269
| +19% | +$20.2K | 0.13% | 65 |
|
|
2015
Q4 | $110K | Hold |
1,434
| – | – | 0.11% | 74 |
|
|
2015
Q3 | $96K | Hold |
1,434
| – | – | 0.1% | 76 |
|
|
2015
Q2 | $106K | Hold |
1,434
| – | – | 0.1% | 77 |
|
|
2015
Q1 | $112K | Buy |
+1,434
| New | +$112K | 0.11% | 80 |
|