Avantax Advisory Services’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.3M Buy
152,823
+6,391
+4% +$557K 0.07% 204
2025
Q1
$13.2M Buy
146,432
+16,535
+13% +$1.49M 0.08% 194
2024
Q4
$10.4M Sell
129,897
-2,288
-2% -$183K 0.07% 218
2024
Q3
$11.9M Buy
132,185
+3,589
+3% +$323K 0.08% 185
2024
Q2
$10.1M Buy
128,596
+60,908
+90% +$4.79M 0.07% 205
2024
Q1
$5.9M Buy
67,688
+113
+0.2% +$9.85K 0.05% 271
2023
Q4
$5.57M Buy
67,575
+10,301
+18% +$849K 0.06% 259
2023
Q3
$4.49M Buy
57,274
+10,317
+22% +$808K 0.05% 280
2023
Q2
$4.14M Buy
46,957
+5,235
+13% +$461K 0.05% 295
2023
Q1
$3.36M Buy
41,722
+2,207
+6% +$178K 0.04% 323
2022
Q4
$3.07M Sell
39,515
-290
-0.7% -$22.5K 0.04% 328
2022
Q3
$3.21M Buy
39,805
+4,968
+14% +$401K 0.05% 280
2022
Q2
$3.13M Buy
34,837
+9,813
+39% +$881K 0.05% 286
2022
Q1
$2.78M Buy
25,024
+3,358
+15% +$373K 0.04% 310
2021
Q4
$2.24M Sell
21,666
-4,069
-16% -$421K 0.03% 345
2021
Q3
$3.23M Buy
25,735
+1,320
+5% +$165K 0.05% 258
2021
Q2
$3.03M Buy
24,415
+2,641
+12% +$328K 0.06% 253
2021
Q1
$2.58M Buy
21,774
+342
+2% +$40.5K 0.06% 253
2020
Q4
$2.51M Sell
21,432
-15,849
-43% -$1.86M 0.06% 225
2020
Q3
$3.86M Buy
37,281
+18,175
+95% +$1.88M 0.06% 240
2020
Q2
$1.76M Buy
19,106
+4,463
+30% +$411K 0.05% 241
2020
Q1
$1.32M Buy
14,643
+1,274
+10% +$115K 0.04% 256
2019
Q4
$1.52M Buy
13,369
+3,211
+32% +$365K 0.04% 263
2019
Q3
$1.1M Buy
10,158
+539
+6% +$58.6K 0.04% 197
2019
Q2
$937K Buy
9,619
+548
+6% +$53.4K 0.04% 202
2019
Q1
$826K Buy
9,071
+714
+9% +$65K 0.04% 199
2018
Q4
$764K Buy
+8,357
New +$764K 0.13% 161