Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $270K | Sell |
3,115
-106
| -3% | -$10.2K | 0.07% | 225 |
|
|
2025
Q4 | $309K | Buy |
3,221
+102
| +3% | +$9.91K | 0.08% | 216 |
|
|
2025
Q3 | $297K | Buy |
3,119
+366
| +13% | +$33.6K | 0.07% | 220 |
|
|
2025
Q2 | $240K | Buy |
2,753
+13
| +0.5% | +$1.1K | 0.09% | 210 |
|
|
2025
Q1 | $246K | Sell |
2,740
-181
| -6% | -$16.2K | 0.1% | 208 |
|
|
2024
Q4 | $233K | Sell |
2,921
-732
| -20% | -$63.4K | 0.09% | 215 |
|
|
2024
Q3 | $329K | Sell |
3,653
-4,268
| -54% | -$359K | 0.15% | 169 |
|
|
2024
Q2 | $623K | Sell |
7,921
-26,297
| -77% | -$2.16M | 0.26% | 96 |
|
|
2024
Q1 | $2.98M | Buy |
34,218
+1,799
| +6% | +$154K | 0.54% | 39 |
|
|
2023
Q4 | $2.67M | Sell |
32,419
-3,268
| -9% | -$249K | 0.44% | 45 |
|
|
2023
Q3 | $2.8M | Sell |
35,687
-525
| -1% | -$43.9K | 0.46% | 44 |
|
|
2023
Q2 | $3.19M | Buy |
36,212
+5,011
| +16% | +$431K | 0.33% | 67 |
|
|
2023
Q1 | $2.52M | Buy |
31,201
+12,480
| +67% | +$1.02M | 0.28% | 75 |
|
|
2022
Q4 | $1.45M | Sell |
18,721
-4,781
| -20% | -$387K | 0.18% | 132 |
|
|
2022
Q3 | $1.9M | Buy |
23,502
+759
| +3% | +$68.2K | 0.26% | 86 |
|
|
2022
Q2 | $2.04M | Sell |
22,743
-31
| -0.1% | -$3.14K | 0.27% | 81 |
|
|
2022
Q1 | $2.53M | Buy |
22,774
+4,725
| +26% | +$499K | 0.28% | 76 |
|
|
2021
Q4 | $1.87M | Buy |
18,049
+497
| +3% | +$57.6K | 0.2% | 98 |
|
|
2021
Q3 | $2.2M | Buy |
17,552
+1,643
| +10% | +$213K | 0.29% | 67 |
|
|
2021
Q2 | $1.98M | Sell |
15,909
-640
| -4% | -$80.4K | 0.32% | 72 |
|
|
2021
Q1 | $1.96M | Buy |
16,549
+6,149
| +59% | +$721K | 0.4% | 61 |
|
|
2020
Q4 | $1.22M | Buy |
+10,400
| New | +$1.14M | 0.38% | 61 |
|
Other funds holding MDT
VCM
VPM
