Allworth Financial’s Medtronic MDT Stock Holding History

Allworth Financial’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4M	Buy	45,859 +8,048	+21%	+$702K	0.02%	341
2025 Q1	$3.19M	Sell	37,811 -2,597	-6%	-$219K	0.02%	324
2024 Q4	$3.55M	Buy	40,408 +12,055	+43%	+$1.06M	0.02%	303
2024 Q3	$2.55M	Buy	28,353 +2,859	+11%	+$257K	0.02%	295
2024 Q2	$2.03M	Sell	25,494 -3,948	-13%	-$314K	0.01%	330
2024 Q1	$2.57M	Buy	29,442 +6,490	+28%	+$566K	0.02%	276
2023 Q4	$1.89M	Buy	22,952 +3,933	+21%	+$324K	0.01%	314
2023 Q3	$1.49M	Sell	19,019 -8,232	-30%	-$645K	0.01%	320
2023 Q2	$2.4M	Buy	27,251 +3,544	+15%	+$312K	0.02%	254
2023 Q1	$1.91M	Buy	23,707 +1,486	+7%	+$120K	0.02%	261
2022 Q4	$1.73M	Buy	22,221 +1,109	+5%	+$86.2K	0.02%	261
2022 Q3	$1.71M	Sell	21,112 -2,273	-10%	-$184K	0.02%	243
2022 Q2	$2.1M	Buy	23,385 +1,363	+6%	+$122K	0.03%	211
2022 Q1	$2.44M	Buy	22,022 +2,160	+11%	+$240K	0.03%	200
2021 Q4	$2.06M	Sell	19,862 -369	-2%	-$38.2K	0.03%	200
2021 Q3	$2.54M	Sell	20,231 -62	-0.3%	-$7.77K	0.04%	147
2021 Q2	$2.52M	Buy	20,293 +349	+2%	+$43.3K	0.05%	117
2021 Q1	$2.36M	Buy	19,944 +10,295	+107%	+$1.22M	0.05%	105
2020 Q4	$1.13M	Sell	9,649 -505	-5%	-$59.1K	0.03%	111
2020 Q3	$1.06M	Buy	10,154 +727	+8%	+$75.5K	0.03%	93
2020 Q2	$864K	Sell	9,427 -11,732	-55%	-$1.08M	0.03%	106
2020 Q1	$1.91M	Buy	21,159 +13,712	+184%	+$1.24M	0.06%	72
2019 Q4	$845K	Hold	7,447	–	–	0.03%	80
2019 Q3	$809K	Hold	7,447	–	–	0.03%	73
2019 Q2	$725K	Sell	7,447 -83	-1%	-$8.08K	0.03%	78
2019 Q1	$686K	Buy	7,530 +209	+3%	+$19K	0.03%	78
2018 Q4	$666K	Buy	7,321 +125	+2%	+$11.4K	0.03%	76
2018 Q3	$708K	Sell	7,196 -14	-0.2%	-$1.38K	0.03%	77
2018 Q2	$617K	Sell	7,210 -36	-0.5%	-$3.08K	0.03%	81
2018 Q1	$581K	Sell	7,246 -50	-0.7%	-$4.01K	0.04%	58
2017 Q4	$589K	Buy	7,296 +100	+1%	+$8.07K	0.05%	53
2017 Q3	$560K	Sell	7,196 -85	-1%	-$6.62K	0.05%	55
2017 Q2	$646K	Buy	7,281 +35	+0.5%	+$3.11K	0.06%	49
2017 Q1	$584K	Hold	7,246	–	–	0.06%	49
2016 Q4	$516K	Sell	7,246 -189	-3%	-$13.5K	0.05%	53
2016 Q3	$642K	Buy	7,435 +156	+2%	+$13.5K	0.07%	46
2016 Q2	$632K	Buy	7,279 +84	+1%	+$7.29K	0.07%	50
2016 Q1	$540K	Hold	7,195	–	–	0.07%	55
2015 Q4	$553K	Hold	7,195	–	–	0.1%	54
2015 Q3	$482K	Sell	7,195 -1	-0%	-$67	0.17%	56
2015 Q2	$533K	Hold	7,196	–	–	0.19%	52
2015 Q1	$561K	Buy	7,196 +76	+1%	+$5.93K	0.21%	47
2014 Q4	$514K	Buy	7,120 +33	+0.5%	+$2.38K	0.19%	45
2014 Q3	$439K	Sell	7,087 -1,665	-19%	-$103K	0.17%	49
2014 Q2	$558K	Buy	8,752 +33	+0.4%	+$2.1K	0.25%	30
2014 Q1	$537K	Buy	8,719 +32	+0.4%	+$1.97K	0.24%	26
2013 Q4	$499K	Buy	8,687 +504	+6%	+$29K	0.25%	29
2013 Q3	$436K	Buy	8,183 +1,262	+18%	+$67.2K	0.23%	37
2013 Q2	$356K	Buy	+6,921	New	+$356K	0.2%	38