AP
Appleton Partners’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Sell |
32,802
-2,092
| -6% | -$182K | 0.2% | 100 |
|
|
2025
Q1 | $3.14M | Buy |
34,894
+1,590
| +5% | +$143K | 0.24% | 89 |
|
|
2024
Q4 | $2.66M | Sell |
33,304
-898
| -3% | -$71.7K | 0.2% | 98 |
|
|
2024
Q3 | $3.08M | Sell |
34,202
-1,665
| -5% | -$150K | 0.23% | 92 |
|
|
2024
Q2 | $2.82M | Sell |
35,867
-1,443
| -4% | -$114K | 0.22% | 91 |
|
|
2024
Q1 | $3.25M | Sell |
37,310
-9,228
| -20% | -$804K | 0.25% | 91 |
|
|
2023
Q4 | $3.83M | Sell |
46,538
-1,596
| -3% | -$131K | 0.31% | 82 |
|
|
2023
Q3 | $3.77M | Sell |
48,134
-970
| -2% | -$76K | 0.34% | 78 |
|
|
2023
Q2 | $4.33M | Sell |
49,104
-6,366
| -11% | -$561K | 0.37% | 75 |
|
|
2023
Q1 | $4.47M | Sell |
55,470
-5,581
| -9% | -$450K | 0.4% | 67 |
|
|
2022
Q4 | $4.75M | Sell |
61,051
-15,552
| -20% | -$1.21M | 0.45% | 64 |
|
|
2022
Q3 | $6.19M | Sell |
76,603
-315
| -0.4% | -$25.4K | 0.62% | 43 |
|
|
2022
Q2 | $6.9M | Buy |
76,918
+242
| +0.3% | +$21.7K | 0.65% | 44 |
|
|
2022
Q1 | $8.51M | Sell |
76,676
-1,827
| -2% | -$203K | 0.7% | 41 |
|
|
2021
Q4 | $8.12M | Sell |
78,503
-1,271
| -2% | -$131K | 0.61% | 50 |
|
|
2021
Q3 | $10M | Buy |
79,774
+354
| +0.4% | +$44.4K | 0.83% | 35 |
|
|
2021
Q2 | $9.86M | Sell |
79,420
-826
| -1% | -$103K | 0.84% | 33 |
|
|
2021
Q1 | $9.48M | Sell |
80,246
-1,082
| -1% | -$128K | 0.88% | 32 |
|
|
2020
Q4 | $9.53M | Sell |
81,328
-307
| -0.4% | -$36K | 0.94% | 31 |
|
|
2020
Q3 | $8.48M | Buy |
81,635
+593
| +0.7% | +$61.6K | 0.94% | 30 |
|
|
2020
Q2 | $7.43M | Sell |
81,042
-405
| -0.5% | -$37.1K | 0.89% | 30 |
|
|
2020
Q1 | $7.35M | Buy |
81,447
+672
| +0.8% | +$60.6K | 1.02% | 29 |
|
|
2019
Q4 | $9.16M | Buy |
80,775
+1,264
| +2% | +$143K | 1.01% | 29 |
|
|
2019
Q3 | $8.64M | Buy |
79,511
+291
| +0.4% | +$31.6K | 1.04% | 26 |
|
|
2019
Q2 | $7.72M | Buy |
79,220
+1,090
| +1% | +$106K | 0.95% | 30 |
|
|
2019
Q1 | $7.12M | Buy |
78,130
+173
| +0.2% | +$15.8K | 0.94% | 30 |
|
|
2018
Q4 | $7.09M | Buy |
77,957
+1,762
| +2% | +$160K | 1.06% | 23 |
|
|
2018
Q3 | $7.5M | Buy |
76,195
+1,084
| +1% | +$107K | 1% | 29 |
|
|
2018
Q2 | $6.43M | Buy |
75,111
+1,462
| +2% | +$125K | 0.92% | 30 |
|
|
2018
Q1 | $5.91M | Buy |
73,649
+555
| +0.8% | +$44.5K | 0.9% | 32 |
|
|
2017
Q4 | $5.9M | Sell |
73,094
-1,911
| -3% | -$154K | 0.92% | 30 |
|
|
2017
Q3 | $5.83M | Sell |
75,005
-5,140
| -6% | -$400K | 0.98% | 28 |
|
|
2017
Q2 | $7.11M | Buy |
80,145
+5,497
| +7% | +$488K | 1.2% | 17 |
|
|
2017
Q1 | $6.01M | Sell |
74,648
-14,337
| -16% | -$1.16M | 1.11% | 23 |
|
|
2016
Q4 | $6.34M | Sell |
88,985
-4,297
| -5% | -$306K | 1.28% | 23 |
|
|
2016
Q3 | $8.06M | Buy |
93,282
+2,906
| +3% | +$251K | 1.52% | 15 |
|
|
2016
Q2 | $7.84M | Buy |
90,376
+561
| +0.6% | +$48.7K | 1.6% | 17 |
|
|
2016
Q1 | $6.74M | Buy |
89,815
+6,402
| +8% | +$480K | 1.33% | 25 |
|
|
2015
Q4 | $6.42M | Buy |
83,413
+16,607
| +25% | +$1.28M | 1.27% | 27 |
|
|
2015
Q3 | $4.47M | Buy |
66,806
+11,130
| +20% | +$745K | 1.02% | 34 |
|
|
2015
Q2 | $4.13M | Buy |
55,676
+8,532
| +18% | +$632K | 0.92% | 38 |
|
|
2015
Q1 | $3.68M | Buy |
47,144
+39,926
| +553% | +$3.11M | 0.83% | 43 |
|
|
2014
Q4 | $521K | Buy |
7,218
+3,211
| +80% | +$232K | 0.12% | 117 |
|
|
2014
Q3 | $248K | Buy |
4,007
+600
| +18% | +$37.1K | 0.06% | 162 |
|
|
2014
Q2 | $217K | Buy |
+3,407
| New | +$217K | 0.05% | 168 |
|