Bartlett & Co 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
$433K Sell
4,936
-1,739
-26% -$152K 0.01% 353
2025
Q1
$604K Sell
6,675
-130
-2% -$11.8K 0.01% 302
2024
Q4
$548K Sell
6,805
-2,472
-27% -$199K 0.01% 314
2024
Q3
$842K Buy
9,277
+178
+2% +$16.2K 0.01% 277
2024
Q2
$723K Sell
9,099
-100
-1% -$7.94K 0.01% 285
2024
Q1
$808K Sell
9,199
-2,601
-22% -$228K 0.01% 285
2023
Q4
$984K Sell
11,800
-937
-7% -$78.2K 0.02% 276
2023
Q3
$1.01M Sell
12,737
-59
-0.5% -$4.66K 0.02% 261
2023
Q2
$1.14M Buy
12,796
+2,015
+19% +$179K 0.02% 258
2023
Q1
$878K Sell
10,781
-2,403
-18% -$196K 0.02% 237
2022
Q4
$1.03M Sell
13,184
-5,599
-30% -$439K 0.02% 228
2022
Q3
$1.53M Sell
18,783
-75
-0.4% -$6.11K 0.03% 190
2022
Q2
$1.71M Sell
18,858
-7,569
-29% -$684K 0.03% 178
2022
Q1
$2.95M Sell
26,427
-2,613
-9% -$292K 0.05% 157
2021
Q4
$3.02M Sell
29,040
-819
-3% -$85.2K 0.05% 161
2021
Q3
$3.76M Buy
29,859
+688
+2% +$86.7K 0.07% 137
2021
Q2
$3.64M Sell
29,171
-1,092
-4% -$136K 0.07% 139
2021
Q1
$3.59M Buy
30,263
+717
+2% +$85.1K 0.07% 138
2020
Q4
$3.48M Sell
29,546
-338
-1% -$39.8K 0.07% 143
2020
Q3
$3.12M Sell
29,884
-2,906
-9% -$304K 0.07% 139
2020
Q2
$3.03M Sell
32,790
-1,294
-4% -$119K 0.08% 140
2020
Q1
$3.09M Sell
34,084
-2,610
-7% -$237K 0.09% 134
2019
Q4
$4.18M Sell
36,694
-172
-0.5% -$19.6K 0.1% 130
2019
Q3
$4.02M Buy
36,866
+34,693
+1,597% +$3.79M 0.11% 128
2019
Q2
$212K Buy
2,173
+7
+0.3% +$682 0.01% 253
2019
Q1
$198K Sell
2,166
-461
-18% -$42.2K 0.01% 255
2018
Q4
$240K Hold
2,627
0.01% 238
2018
Q3
$260K Sell
2,627
-80
-3% -$7.91K 0.01% 238
2018
Q2
$232K Buy
2,707
+870
+47% +$74.5K 0.01% 239
2018
Q1
$148K Buy
+1,837
New +$148K 0.01% 282