Aries Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,317
| Closed | -$298K | – | 225 |
|
|
2025
Q1 | $298K | Buy |
+3,317
| New | +$297K | 0.08% | 179 |
|
|
2024
Q4 | – | Sell |
-2,616
| Closed | -$236K | – | 231 |
|
|
2024
Q3 | $236K | Sell |
2,616
-565
| -18% | -$47.5K | 0.06% | 207 |
|
|
2024
Q2 | $250K | Sell |
3,181
-195
| -6% | -$16K | 0.08% | 177 |
|
|
2024
Q1 | $294K | Sell |
3,376
-478
| -12% | -$40.8K | 0.09% | 165 |
|
|
2023
Q4 | $317K | Sell |
3,854
-240
| -6% | -$18.3K | 0.11% | 148 |
|
|
2023
Q3 | $294K | Buy |
4,094
+30
| +0.7% | +$2.51K | 0.12% | 154 |
|
|
2023
Q2 | $358K | Buy |
4,064
+20
| +0.5% | +$1.72K | 0.14% | 135 |
|
|
2023
Q1 | $326K | Sell |
4,044
-15
| -0.4% | -$1.22K | 0.13% | 140 |
|
|
2022
Q4 | $315K | Sell |
4,059
-160
| -4% | -$13K | 0.14% | 139 |
|
|
2022
Q3 | $368K | Buy |
4,219
+203
| +5% | +$18.2K | 0.16% | 122 |
|
|
2022
Q2 | $360K | Buy |
+4,016
| New | +$407K | 0.16% | 117 |
|
|
2022
Q1 | – | Sell |
-3,936
| Closed | -$407K | – | 160 |
|
|
2021
Q4 | $407K | Sell |
3,936
-14
| -0.4% | -$1.62K | 0.16% | 126 |
|
|
2021
Q3 | $495K | Buy |
3,950
+114
| +3% | +$14.8K | 0.21% | 100 |
|
|
2021
Q2 | $476K | Sell |
3,836
-11
| -0.3% | -$1.38K | 0.2% | 101 |
|
|
2021
Q1 | $477K | Sell |
3,847
-271
| -7% | -$31.8K | 0.21% | 99 |
|
|
2020
Q4 | $493K | Sell |
4,118
-913
| -18% | -$101K | 0.25% | 90 |
|
|
2020
Q3 | $523K | Hold |
5,031
| – | – | 0.3% | 80 |
|
|
2020
Q2 | $461K | Buy |
5,031
+493
| +11% | +$47.3K | 0.28% | 80 |
|
|
2020
Q1 | $391K | Buy |
4,538
+530
| +13% | +$56.4K | 0.3% | 78 |
|
|
2019
Q4 | $460K | Buy |
4,008
+58
| +1% | +$6.36K | 0.28% | 86 |
|
|
2019
Q3 | $425K | Buy |
3,950
+160
| +4% | +$16.7K | 0.28% | 87 |
|
|
2019
Q2 | $372K | Buy |
3,790
+80
| +2% | +$7.3K | 0.26% | 97 |
|
|
2019
Q1 | $338K | Buy |
3,710
+165
| +5% | +$14.8K | 0.25% | 92 |
|
|
2018
Q4 | $322K | Buy |
3,545
+20
| +0.6% | +$1.87K | 0.34% | 77 |
|
|
2018
Q3 | $347K | Hold |
3,525
| – | – | 0.31% | 79 |
|
|
2018
Q2 | $318K | Hold |
3,525
| – | – | 0.29% | 88 |
|
|
2018
Q1 | $279K | Sell |
3,525
-100
| -3% | -$8.25K | 0.27% | 94 |
|
|
2017
Q4 | $314K | Buy |
+3,625
| New | +$290K | 0.29% | 89 |
|
Other funds holding MDT
