Baker Tilly Wealth Management’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
2,753
+13
+0.5% +$1.13K 0.09% 210
2025
Q1
$246K Sell
2,740
-181
-6% -$16.3K 0.1% 208
2024
Q4
$233K Sell
2,921
-732
-20% -$58.5K 0.09% 215
2024
Q3
$329K Sell
3,653
-4,268
-54% -$384K 0.15% 169
2024
Q2
$623K Sell
7,921
-26,297
-77% -$2.07M 0.26% 96
2024
Q1
$2.98M Buy
34,218
+1,799
+6% +$157K 0.54% 39
2023
Q4
$2.67M Sell
32,419
-3,268
-9% -$269K 0.44% 45
2023
Q3
$2.8M Sell
35,687
-525
-1% -$41.1K 0.46% 44
2023
Q2
$3.19M Buy
36,212
+5,011
+16% +$441K 0.33% 67
2023
Q1
$2.52M Buy
31,201
+12,480
+67% +$1.01M 0.28% 75
2022
Q4
$1.45M Sell
18,721
-4,781
-20% -$372K 0.18% 132
2022
Q3
$1.9M Buy
23,502
+759
+3% +$61.3K 0.26% 86
2022
Q2
$2.04M Sell
22,743
-31
-0.1% -$2.78K 0.27% 81
2022
Q1
$2.53M Buy
22,774
+4,725
+26% +$524K 0.28% 76
2021
Q4
$1.87M Buy
18,049
+497
+3% +$51.4K 0.2% 98
2021
Q3
$2.2M Buy
17,552
+1,643
+10% +$206K 0.29% 67
2021
Q2
$1.98M Sell
15,909
-640
-4% -$79.5K 0.32% 72
2021
Q1
$1.96M Buy
16,549
+6,149
+59% +$726K 0.4% 61
2020
Q4
$1.22M Buy
+10,400
New +$1.22M 0.38% 61