Beacon Pointe Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
17,584
-84,044
| -83% | -$7.33M | 0.02% | 542 |
|
|
2025
Q1 | $9.13M | Buy |
101,628
+81,272
| +399% | +$7.3M | 0.1% | 185 |
|
|
2024
Q4 | $1.63M | Buy |
20,356
+3,589
| +21% | +$287K | 0.02% | 504 |
|
|
2024
Q3 | $1.51M | Sell |
16,767
-23,379
| -58% | -$2.1M | 0.02% | 528 |
|
|
2024
Q2 | $3.16M | Sell |
40,146
-9,260
| -19% | -$729K | 0.04% | 378 |
|
|
2024
Q1 | $4.31M | Sell |
49,406
-8,697
| -15% | -$758K | 0.05% | 324 |
|
|
2023
Q4 | $4.79M | Sell |
58,103
-90,707
| -61% | -$7.47M | 0.06% | 296 |
|
|
2023
Q3 | $11.7M | Buy |
148,810
+83,053
| +126% | +$6.51M | 0.15% | 148 |
|
|
2023
Q2 | $5.79M | Buy |
65,757
+125
| +0.2% | +$11K | 0.09% | 193 |
|
|
2023
Q1 | $5.29M | Buy |
65,632
+2,920
| +5% | +$235K | 0.09% | 204 |
|
|
2022
Q4 | $4.87M | Sell |
62,712
-39,887
| -39% | -$3.1M | 0.09% | 197 |
|
|
2022
Q3 | $8.29M | Sell |
102,599
-8,647
| -8% | -$699K | 0.19% | 126 |
|
|
2022
Q2 | $9.98M | Sell |
111,246
-90,430
| -45% | -$8.12M | 0.21% | 111 |
|
|
2022
Q1 | $22.4M | Buy |
201,676
+168,777
| +513% | +$18.7M | 0.31% | 76 |
|
|
2021
Q4 | $3.4M | Sell |
32,899
-73,506
| -69% | -$7.6M | 0.09% | 183 |
|
|
2021
Q3 | $13.3M | Buy |
106,405
+79,056
| +289% | +$9.91M | 0.33% | 79 |
|
|
2021
Q2 | $3.4M | Buy |
27,349
+16,273
| +147% | +$2.02M | 0.12% | 159 |
|
|
2021
Q1 | $1.31M | Buy |
11,076
+5,816
| +111% | +$688K | 0.08% | 180 |
|
|
2020
Q4 | $616K | Buy |
5,260
+1,438
| +38% | +$168K | 0.04% | 247 |
|
|
2020
Q3 | $397K | Sell |
3,822
-267
| -7% | -$27.7K | 0.04% | 257 |
|
|
2020
Q2 | $373K | Buy |
4,089
+1,480
| +57% | +$135K | 0.04% | 273 |
|
|
2020
Q1 | $234K | Buy |
2,609
+690
| +36% | +$61.9K | 0.04% | 258 |
|
|
2019
Q4 | $219K | Buy |
+1,919
| New | +$219K | 0.07% | 205 |
|
|
2019
Q2 | – | Sell |
-7,287
| Closed | -$664K | – | 212 |
|
|
2019
Q1 | $664K | Buy |
+7,287
| New | +$664K | 0.25% | 100 |
|