Avantax Planning Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Sell |
6,986
-180
| -3% | -$15.7K | 0.02% | 239 |
|
|
2025
Q1 | $644K | Buy |
7,166
+19
| +0.3% | +$1.71K | 0.02% | 222 |
|
|
2024
Q4 | $571K | Sell |
7,147
-20
| -0.3% | -$1.6K | 0.02% | 238 |
|
|
2024
Q3 | $645K | Sell |
7,167
-988
| -12% | -$89K | 0.02% | 220 |
|
|
2024
Q2 | $642K | Buy |
8,155
+205
| +3% | +$16.1K | 0.02% | 251 |
|
|
2024
Q1 | $693K | Buy |
7,950
+1,943
| +32% | +$169K | 0.02% | 250 |
|
|
2023
Q4 | $495K | Sell |
6,007
-315
| -5% | -$26K | 0.02% | 239 |
|
|
2023
Q3 | $495K | Buy |
6,322
+193
| +3% | +$15.1K | 0.02% | 225 |
|
|
2023
Q2 | $540K | Buy |
6,129
+29
| +0.5% | +$2.56K | 0.02% | 226 |
|
|
2023
Q1 | $492K | Sell |
6,100
-500
| -8% | -$40.3K | 0.02% | 233 |
|
|
2022
Q4 | $513K | Buy |
6,600
+141
| +2% | +$11K | 0.02% | 231 |
|
|
2022
Q3 | $522K | Buy |
6,459
+42
| +0.7% | +$3.39K | 0.02% | 218 |
|
|
2022
Q2 | $576K | Sell |
6,417
-754
| -11% | -$67.7K | 0.02% | 206 |
|
|
2022
Q1 | $796K | Sell |
7,171
-125
| -2% | -$13.9K | 0.03% | 181 |
|
|
2021
Q4 | $755K | Sell |
7,296
-69
| -0.9% | -$7.14K | 0.03% | 181 |
|
|
2021
Q3 | $923K | Buy |
7,365
+197
| +3% | +$24.7K | 0.04% | 147 |
|
|
2021
Q2 | $890K | Buy |
7,168
+35
| +0.5% | +$4.35K | 0.04% | 142 |
|
|
2021
Q1 | $843K | Buy |
7,133
+233
| +3% | +$27.5K | 0.04% | 142 |
|
|
2020
Q4 | $808K | Sell |
6,900
-271
| -4% | -$31.7K | 0.04% | 142 |
|
|
2020
Q3 | $745K | Buy |
7,171
+413
| +6% | +$42.9K | 0.04% | 145 |
|
|
2020
Q2 | $620K | Sell |
6,758
-8
| -0.1% | -$734 | 0.04% | 154 |
|
|
2020
Q1 | $610K | Sell |
6,766
-107
| -2% | -$9.65K | 0.04% | 138 |
|
|
2019
Q4 | $780K | Sell |
6,873
-203
| -3% | -$23K | 0.05% | 131 |
|
|
2019
Q3 | $769K | Buy |
7,076
+2,185
| +45% | +$237K | 0.05% | 131 |
|
|
2019
Q2 | $479K | Buy |
4,891
+465
| +11% | +$45.5K | 0.03% | 177 |
|
|
2019
Q1 | $403K | Sell |
4,426
-850
| -16% | -$77.4K | 0.03% | 192 |
|
|
2018
Q4 | $480K | Buy |
5,276
+141
| +3% | +$12.8K | 0.04% | 149 |
|
|
2018
Q3 | $505K | Buy |
5,135
+1,069
| +26% | +$105K | 0.04% | 137 |
|
|
2018
Q2 | $348K | Sell |
4,066
-1,597
| -28% | -$137K | 0.03% | 164 |
|
|
2018
Q1 | $454K | Sell |
5,663
-232
| -4% | -$18.6K | 0.04% | 182 |
|
|
2017
Q4 | $476K | Sell |
5,895
-593
| -9% | -$47.9K | 0.04% | 175 |
|
|
2017
Q3 | $505K | Sell |
6,488
-80
| -1% | -$6.23K | 0.04% | 207 |
|
|
2017
Q2 | $583K | Buy |
6,568
+1,086
| +20% | +$96.4K | 0.05% | 171 |
|
|
2017
Q1 | $442K | Sell |
5,482
-111
| -2% | -$8.95K | 0.04% | 196 |
|
|
2016
Q4 | $398K | Buy |
+5,593
| New | +$398K | 0.04% | 194 |
|