Bard Financial 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 | $3.25M | Buy |
37,260
+3,025
| +9% | +$264K | 0.39% | 66 |
|
2025
Q1 | $3.08M | Buy |
34,235
+3,480
| +11% | +$313K | 0.38% | 67 |
|
2024
Q4 | $2.46M | Sell |
30,755
-8,000
| -21% | -$639K | 0.29% | 73 |
|
2024
Q3 | $3.49M | Sell |
38,755
-3,300
| -8% | -$297K | 0.41% | 59 |
|
2024
Q2 | $3.31M | Buy |
42,055
+365
| +0.9% | +$28.7K | 0.34% | 64 |
|
2024
Q1 | $3.63M | Sell |
41,690
-270
| -0.6% | -$23.5K | 0.39% | 60 |
|
2023
Q4 | $3.46M | Buy |
41,960
+9,490
| +29% | +$782K | 0.39% | 61 |
|
2023
Q3 | $2.54M | Sell |
32,470
-1,375
| -4% | -$108K | 0.31% | 70 |
|
2023
Q2 | $2.98M | Buy |
33,845
+500
| +1% | +$44.1K | 0.23% | 94 |
|
2023
Q1 | $2.69M | Buy |
33,345
+8,970
| +37% | +$723K | 0.22% | 96 |
|
2022
Q4 | $1.89M | Buy |
24,375
+18,535
| +317% | +$1.44M | 0.16% | 118 |
|
2022
Q3 | $472K | Buy |
5,840
+1,550
| +36% | +$125K | 0.04% | 195 |
|
2022
Q2 | $385K | Hold |
4,290
| – | – | 0.04% | 215 |
|
2022
Q1 | $476K | Hold |
4,290
| – | – | 0.04% | 197 |
|
2021
Q4 | $444K | Hold |
4,290
| – | – | 0.04% | 194 |
|
2021
Q3 | $538K | Hold |
4,290
| – | – | 0.05% | 180 |
|
2021
Q2 | $533K | Hold |
4,290
| – | – | 0.05% | 182 |
|
2021
Q1 | $507K | Hold |
4,290
| – | – | 0.05% | 174 |
|
2020
Q4 | $503K | Buy |
+4,290
| New | +$503K | 0.05% | 178 |
|