B. Riley 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 | $1.03M | Buy |
+11,820
| New | +$1.03M | 0.05% | 339 |
|
|
2024
Q4 | $2.2M | Sell |
27,308
-1,939
| -7% | -$156K | 0.07% | 259 |
|
|
2024
Q3 | $2.63M | Sell |
29,247
-3,616
| -11% | -$325K | 0.07% | 262 |
|
|
2024
Q2 | $2.61M | Sell |
32,863
-7,605
| -19% | -$604K | 0.07% | 279 |
|
|
2024
Q1 | $3.2M | Buy |
40,468
+8,792
| +28% | +$695K | 0.09% | 227 |
|
|
2023
Q4 | $2.63M | Sell |
31,676
-8,792
| -22% | -$730K | 0.07% | 284 |
|
|
2023
Q3 | $3.2M | Buy |
40,468
+4,381
| +12% | +$346K | 0.09% | 227 |
|
|
2023
Q2 | $3.2M | Buy |
36,087
+2,443
| +7% | +$217K | 0.07% | 257 |
|
|
2023
Q1 | $2.73M | Buy |
33,644
+1,685
| +5% | +$137K | 0.07% | 268 |
|
|
2022
Q4 | $2.5M | Sell |
31,959
-1,403
| -4% | -$110K | 0.07% | 290 |
|
|
2022
Q3 | $2.7M | Buy |
33,362
+1,963
| +6% | +$159K | 0.08% | 243 |
|
|
2022
Q2 | $2.82M | Sell |
31,399
-2,021
| -6% | -$182K | 0.12% | 178 |
|
|
2022
Q1 | $3.71M | Sell |
33,420
-6,157
| -16% | -$683K | 0.12% | 178 |
|
|
2021
Q4 | $4.1M | Buy |
39,577
+661
| +2% | +$68.4K | 0.12% | 182 |
|
|
2021
Q3 | $4.88M | Buy |
38,916
+2,012
| +5% | +$252K | 0.16% | 142 |
|
|
2021
Q2 | $4.58M | Buy |
36,904
+1,446
| +4% | +$179K | 0.15% | 163 |
|
|
2021
Q1 | $4.19M | Buy |
35,458
+6,561
| +23% | +$775K | 0.15% | 160 |
|
|
2020
Q4 | $3.39M | Sell |
28,897
-9,207
| -24% | -$1.08M | 0.18% | 128 |
|
|
2020
Q3 | $3.94M | Buy |
38,104
+11,092
| +41% | +$1.15M | 0.21% | 111 |
|
|
2020
Q2 | $2.48M | Buy |
27,012
+1,442
| +6% | +$132K | 0.17% | 141 |
|
|
2020
Q1 | $2.31M | Buy |
25,570
+2,644
| +12% | +$239K | 0.2% | 121 |
|
|
2019
Q4 | $2.6M | Buy |
22,926
+3,595
| +19% | +$408K | 0.22% | 101 |
|
|
2019
Q3 | $2.1M | Buy |
19,331
+598
| +3% | +$65K | 0.21% | 107 |
|
|
2019
Q2 | $1.83M | Buy |
18,733
+2,865
| +18% | +$279K | 0.2% | 102 |
|
|
2019
Q1 | $1.45M | Sell |
15,868
-140
| -0.9% | -$12.8K | 0.18% | 120 |
|
|
2018
Q4 | $1.46M | Sell |
16,008
-705
| -4% | -$64.3K | 0.21% | 111 |
|
|
2018
Q3 | $1.65M | Sell |
16,713
-141
| -0.8% | -$13.9K | 0.2% | 116 |
|
|
2018
Q2 | $1.45M | Buy |
16,854
+1,618
| +11% | +$139K | 0.19% | 126 |
|
|
2018
Q1 | $1.22M | Buy |
15,236
+1,630
| +12% | +$131K | 0.17% | 141 |
|
|
2017
Q4 | $1.1M | Buy |
13,606
+2,397
| +21% | +$194K | 0.15% | 165 |
|
|
2017
Q3 | $874K | Buy |
11,209
+717
| +7% | +$55.9K | 0.15% | 161 |
|
|
2017
Q2 | $933K | Buy |
10,492
+1,078
| +11% | +$95.9K | 0.17% | 161 |
|
|
2017
Q1 | $761K | Buy |
9,414
+256
| +3% | +$20.7K | 0.15% | 166 |
|
|
2016
Q4 | $655K | Sell |
9,158
-741
| -7% | -$53K | 0.13% | 187 |
|
|
2016
Q3 | $858K | Sell |
9,899
-1,994
| -17% | -$173K | 0.17% | 159 |
|
|
2016
Q2 | $1.04M | Buy |
11,893
+273
| +2% | +$23.8K | 0.21% | 130 |
|
|
2016
Q1 | $872K | Sell |
11,620
-1,068
| -8% | -$80.1K | 0.2% | 127 |
|
|
2015
Q4 | $977K | Buy |
12,688
+92
| +0.7% | +$7.08K | 0.2% | 133 |
|
|
2015
Q3 | $845K | Buy |
12,596
+51
| +0.4% | +$3.42K | 0.2% | 132 |
|
|
2015
Q2 | $932K | Buy |
12,545
+3,364
| +37% | +$250K | 0.23% | 113 |
|
|
2015
Q1 | $716K | Buy |
9,181
+2,434
| +36% | +$190K | 0.17% | 157 |
|
|
2014
Q4 | $4.87K | Buy |
+6,747
| New | +$4.87K | 0.1% | 253 |
|
|
2014
Q3 | – | Sell |
-1,532
| Closed | -$97.7K | – | 1375 |
|
|
2014
Q2 | $97.7K | Buy |
+1,532
| New | +$97.7K | 0.02% | 737 |
|
|
2013
Q3 | – | Sell |
-2,393
| Closed | -$123K | – | 716 |
|
|
2013
Q2 | $123K | Buy |
+2,393
| New | +$123K | 0.04% | 489 |
|