Arete Wealth 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
$2.05M Buy
23,559
+424
+2% +$37K 0.15% 139
2025
Q1
$2.08M Sell
23,135
-8,185
-26% -$736K 0.16% 135
2024
Q4
$2.5M Buy
31,320
+4,228
+16% +$337K 0.18% 119
2024
Q3
$2.43M Sell
27,092
-6,123
-18% -$550K 0.21% 106
2024
Q2
$2.61M Buy
33,215
+8,053
+32% +$633K 0.21% 100
2024
Q1
$2.19M Sell
25,162
-114
-0.5% -$9.92K 0.2% 115
2023
Q4
$2.08M Buy
25,276
+1,425
+6% +$117K 0.16% 132
2023
Q3
$1.87M Buy
23,851
+10,560
+79% +$827K 0.32% 68
2023
Q2
$1.17M Buy
13,291
+246
+2% +$21.7K 0.1% 189
2023
Q1
$1.05M Buy
13,045
+324
+3% +$26.1K 0.09% 205
2022
Q4
$989M Buy
12,721
+675
+6% +$52.5M 0.09% 204
2022
Q3
$973K Buy
12,046
+5,631
+88% +$455K 0.1% 183
2022
Q2
$576K Sell
6,415
-1,422
-18% -$128K 0.06% 216
2022
Q1
$869K Buy
7,837
+993
+15% +$110K 0.07% 202
2021
Q4
$720K Buy
6,844
+2,029
+42% +$213K 0.06% 225
2021
Q3
$604K Buy
4,815
+194
+4% +$24.3K 0.07% 230
2021
Q2
$481K Sell
4,621
-266
-5% -$27.7K 0.07% 215
2021
Q1
$577K Buy
4,887
+1,303
+36% +$154K 0.07% 220
2020
Q4
$419K Sell
3,584
-15,089
-81% -$1.76M 0.06% 259
2020
Q3
$1.9M Sell
18,673
-835
-4% -$85.1K 0.29% 85
2020
Q2
$1.79M Buy
19,508
+154
+0.8% +$14.1K 0.31% 84
2020
Q1
$1.75M Buy
19,354
+594
+3% +$53.6K 0.34% 69
2019
Q4
$2.13M Sell
18,760
-1,320
-7% -$150K 0.37% 66
2019
Q3
$2.18M Buy
20,080
+635
+3% +$69K 0.42% 58
2019
Q2
$1.89M Sell
19,445
-1,985
-9% -$193K 0.37% 71
2019
Q1
$1.95M Buy
21,430
+6,288
+42% +$573K 0.41% 59
2018
Q4
$1.38M Buy
15,142
+8,965
+145% +$815K 0.33% 75
2018
Q3
$608K Buy
6,177
+545
+10% +$53.6K 0.13% 166
2018
Q2
$482K Buy
5,632
+1,070
+23% +$91.6K 0.11% 200
2018
Q1
$366K Buy
+4,562
New +$366K 0.12% 211