Beacon Financial Group’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.27M Buy
14,612
+363
+3% +$31.6K 0.13% 150
2025
Q1
$1.28M Buy
14,249
+1,233
+9% +$111K 0.14% 142
2024
Q4
$1.04M Sell
13,016
-2,712
-17% -$217K 0.11% 153
2024
Q3
$1.42M Sell
15,728
-1,455
-8% -$131K 0.15% 140
2024
Q2
$1.35M Sell
17,183
-543
-3% -$42.7K 0.15% 140
2024
Q1
$1.54M Sell
17,726
-1,531
-8% -$133K 0.18% 127
2023
Q4
$1.59M Buy
19,257
+3,022
+19% +$249K 0.19% 122
2023
Q3
$1.32M Sell
16,235
-740
-4% -$60.3K 0.19% 117
2023
Q2
$1.47M Sell
16,975
-598
-3% -$51.9K 0.2% 112
2023
Q1
$1.41M Buy
17,573
+3,555
+25% +$285K 0.2% 113
2022
Q4
$1.1M Sell
14,018
-282
-2% -$22K 0.15% 128
2022
Q3
$1.18M Buy
14,300
+1,767
+14% +$145K 0.18% 118
2022
Q2
$1.13M Sell
12,533
-318
-2% -$28.5K 0.17% 126
2022
Q1
$1.44M Buy
12,851
+176
+1% +$19.8K 0.19% 118
2021
Q4
$1.35M Buy
12,675
+3,266
+35% +$347K 0.17% 114
2021
Q3
$1.19M Sell
9,409
-361
-4% -$45.7K 0.16% 121
2021
Q2
$1.23M Sell
9,770
-1,169
-11% -$147K 0.17% 120
2021
Q1
$1.3M Hold
10,939
0.2% 111
2020
Q4
$1.3M Sell
10,939
-1,744
-14% -$207K 0.2% 113
2020
Q3
$1.32M Sell
12,683
-288
-2% -$29.9K 0.24% 105
2020
Q2
$1.17M Buy
12,971
+10,055
+345% +$908K 0.23% 104
2020
Q1
$268K Sell
2,916
-1,997
-41% -$184K 0.06% 160
2019
Q4
$527K Hold
4,913
0.07% 153
2019
Q3
$527K Sell
4,913
-179
-4% -$19.2K 0.09% 139
2019
Q2
$496K Sell
5,092
-218
-4% -$21.2K 0.08% 143
2019
Q1
$484 Sell
5,310
-99
-2% -$9 0.08% 135
2018
Q4
$483K Buy
5,409
+1
+0% +$89 0.09% 131
2018
Q3
$532K Sell
5,408
-68
-1% -$6.69K 0.09% 132
2018
Q2
$469K Sell
5,476
-225
-4% -$19.3K 0.08% 140
2018
Q1
$457K Buy
5,701
+2,302
+68% +$185K 0.08% 145
2017
Q4
$274K Buy
3,399
+1
+0% +$81 0.05% 175
2017
Q3
$264K Buy
3,398
+2
+0.1% +$155 0.05% 176
2017
Q2
$301K Buy
3,396
+1
+0% +$89 0.06% 170
2017
Q1
$274K Sell
3,395
-498
-13% -$40.2K 0.05% 168
2016
Q4
$277K Buy
3,893
+501
+15% +$35.6K 0.06% 168
2016
Q3
$290K Sell
3,392
-685
-17% -$58.6K 0.06% 162
2016
Q2
$348K Buy
4,077
+501
+14% +$42.8K 0.08% 143
2016
Q1
$269K Sell
3,576
-98
-3% -$7.37K 0.06% 156
2015
Q4
$284K Hold
3,674
0.07% 147
2015
Q3
$244K Buy
3,674
+419
+13% +$27.8K 0.06% 148
2015
Q2
$238K Sell
3,255
-150
-4% -$11K 0.05% 159
2015
Q1
$268K Buy
3,405
+349
+11% +$27.5K 0.06% 151
2014
Q4
$223K Sell
3,056
-53,086
-95% -$3.87M 0.05% 176
2014
Q3
$3.51M Sell
56,142
-633
-1% -$39.6K 0.76% 45
2014
Q2
$3.64M Buy
56,775
+2,016
+4% +$129K 0.8% 46
2014
Q1
$3.31M Sell
54,759
-1,174
-2% -$70.9K 0.68% 44
2013
Q4
$3.21M Buy
55,933
+483
+0.9% +$27.7K 0.62% 45
2013
Q3
$2.94M Buy
+55,450
New +$2.94M 0.63% 46