Beaumont Asset 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
$894K Buy
10,251
+65
+0.6% +$5.67K 0.48% 37
2025
Q1
$915K Sell
10,186
-1,500
-13% -$135K 0.55% 37
2024
Q4
$933K Buy
11,686
+9
+0.1% +$719 0.54% 33
2024
Q3
$1.05M Buy
11,677
+150
+1% +$13.5K 0.61% 34
2024
Q2
$907K Sell
11,527
-46
-0.4% -$3.62K 0.58% 34
2024
Q1
$1.01M Sell
11,573
-182
-2% -$15.9K 0.67% 32
2023
Q4
$968K Sell
11,755
-2,610
-18% -$215K 0.68% 32
2023
Q3
$1.13M Buy
14,365
+554
+4% +$43.4K 0.92% 21
2023
Q2
$1.22M Sell
13,811
-18
-0.1% -$1.59K 0.92% 24
2023
Q1
$1.11M Buy
13,829
+4,440
+47% +$358K 0.82% 26
2022
Q4
$730K Sell
9,389
-2,164
-19% -$168K 0.53% 38
2022
Q3
$932K Buy
11,553
+5,194
+82% +$419K 0.74% 28
2022
Q2
$570K Buy
+6,359
New +$570K 0.43% 41
2021
Q2
Sell
-1,743
Closed -$205K 71
2021
Q1
$205K Sell
1,743
-400
-19% -$47K 0.17% 65
2020
Q4
$251K Hold
2,143
0.23% 54
2020
Q3
$222K Buy
+2,143
New +$222K 0.22% 53
2020
Q2
Sell
-2,343
Closed -$211K 59
2020
Q1
$211K Sell
2,343
-26
-1% -$2.34K 0.25% 43
2019
Q4
$268K Buy
+2,369
New +$268K 0.26% 52