Apriem Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Sell |
4,112
-250
| -6% | -$21.8K | 0.04% | 135 |
|
|
2025
Q1 | $392K | Sell |
4,362
-207
| -5% | -$18.6K | 0.05% | 122 |
|
|
2024
Q4 | $365K | Sell |
4,569
-1,237
| -21% | -$98.8K | 0.04% | 126 |
|
|
2024
Q3 | $523K | Buy |
5,806
+67
| +1% | +$6.03K | 0.06% | 101 |
|
|
2024
Q2 | $452K | Buy |
5,739
+802
| +16% | +$63.1K | 0.06% | 109 |
|
|
2024
Q1 | $430K | Sell |
4,937
-9,643
| -66% | -$840K | 0.05% | 112 |
|
|
2023
Q4 | $1.2M | Sell |
14,580
-1,448
| -9% | -$119K | 0.16% | 64 |
|
|
2023
Q3 | $1.26M | Sell |
16,028
-77,328
| -83% | -$6.06M | 0.18% | 62 |
|
|
2023
Q2 | $8.22M | Sell |
93,356
-5,438
| -6% | -$479K | 1.23% | 25 |
|
|
2023
Q1 | $7.96M | Sell |
98,794
-19,027
| -16% | -$1.53M | 1.27% | 23 |
|
|
2022
Q4 | $9.16M | Sell |
117,821
-6,112
| -5% | -$475K | 1.59% | 19 |
|
|
2022
Q3 | $10M | Sell |
123,933
-5,744
| -4% | -$464K | 1.8% | 20 |
|
|
2022
Q2 | $11.6M | Sell |
129,677
-940
| -0.7% | -$84.4K | 2% | 18 |
|
|
2022
Q1 | $14.5M | Sell |
130,617
-657
| -0.5% | -$72.9K | 2.13% | 18 |
|
|
2021
Q4 | $13.6M | Sell |
131,274
-1,470
| -1% | -$152K | 1.92% | 18 |
|
|
2021
Q3 | $16.6M | Sell |
132,744
-934
| -0.7% | -$117K | 2.39% | 16 |
|
|
2021
Q2 | $16.6M | Sell |
133,678
-342
| -0.3% | -$42.5K | 2.48% | 17 |
|
|
2021
Q1 | $15.8M | Buy |
134,020
+5,618
| +4% | +$664K | 2.45% | 18 |
|
|
2020
Q4 | $15M | Sell |
128,402
-10,537
| -8% | -$1.23M | 2.68% | 11 |
|
|
2020
Q3 | $14.4M | Sell |
138,939
-474
| -0.3% | -$49.3K | 2.65% | 11 |
|
|
2020
Q2 | $12.8M | Buy |
139,413
+9,951
| +8% | +$912K | 2.63% | 12 |
|
|
2020
Q1 | $11.7M | Buy |
+129,462
| New | +$11.7M | 2.83% | 9 |
|
|
2017
Q2 | – | Sell |
-314
| Closed | -$25K | – | 374 |
|
|
2017
Q1 | $25K | Sell |
314
-658
| -68% | -$52.4K | 0.01% | 317 |
|
|
2016
Q4 | $69K | Buy |
972
+705
| +264% | +$50K | 0.02% | 198 |
|
|
2016
Q3 | $23K | Sell |
267
-25
| -9% | -$2.15K | 0.01% | 313 |
|
|
2016
Q2 | $25K | Buy |
292
+25
| +9% | +$2.14K | 0.01% | 305 |
|
|
2016
Q1 | $20K | Sell |
267
-707
| -73% | -$53K | 0.01% | 310 |
|
|
2015
Q4 | $75K | Buy |
974
+107
| +12% | +$8.24K | 0.03% | 162 |
|
|
2015
Q3 | $58K | Sell |
867
-389
| -31% | -$26K | 0.02% | 185 |
|
|
2015
Q2 | $93K | Buy |
1,256
+389
| +45% | +$28.8K | 0.03% | 143 |
|
|
2015
Q1 | $68K | Buy |
867
+35
| +4% | +$2.75K | 0.02% | 180 |
|
|
2014
Q4 | $60K | Buy |
832
+32
| +4% | +$2.31K | 0.02% | 170 |
|
|
2014
Q3 | $50K | Sell |
800
-95
| -11% | -$5.94K | 0.02% | 199 |
|
|
2014
Q2 | $57K | Buy |
895
+95
| +12% | +$6.05K | 0.02% | 187 |
|
|
2014
Q1 | $49K | Hold |
800
| – | – | 0.02% | 217 |
|
|
2013
Q4 | $46K | Hold |
800
| – | – | 0.02% | 212 |
|
|
2013
Q3 | $43K | Hold |
800
| – | – | 0.02% | 212 |
|
|
2013
Q2 | $41K | Buy |
+800
| New | +$41K | 0.02% | 206 |
|