Beese Fulmer Investment 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 | $350K | Buy |
4,010
+599
| +18% | +$52.2K | 0.03% | 221 |
|
|
2025
Q1 | $307K | Buy |
3,411
+54
| +2% | +$4.85K | 0.03% | 197 |
|
|
2024
Q4 | $268K | Hold |
3,357
| – | – | 0.02% | 199 |
|
|
2024
Q3 | $302K | Sell |
3,357
-1,082
| -24% | -$97.4K | 0.03% | 190 |
|
|
2024
Q2 | $349K | Sell |
4,439
-1,670
| -27% | -$131K | 0.03% | 173 |
|
|
2024
Q1 | $532K | Sell |
6,109
-1,993
| -25% | -$174K | 0.05% | 144 |
|
|
2023
Q4 | $667K | Sell |
8,102
-56,744
| -88% | -$4.67M | 0.07% | 132 |
|
|
2023
Q3 | $5.08M | Sell |
64,846
-347
| -0.5% | -$27.2K | 0.57% | 55 |
|
|
2023
Q2 | $5.74M | Buy |
65,193
+256
| +0.4% | +$22.6K | 0.62% | 50 |
|
|
2023
Q1 | $5.24M | Sell |
64,937
-962
| -1% | -$77.6K | 0.6% | 53 |
|
|
2022
Q4 | $5.12M | Buy |
65,899
+1,820
| +3% | +$141K | 0.62% | 54 |
|
|
2022
Q3 | $5.17M | Buy |
64,079
+2,977
| +5% | +$240K | 0.7% | 49 |
|
|
2022
Q2 | $5.48M | Buy |
61,102
+3,037
| +5% | +$273K | 0.7% | 49 |
|
|
2022
Q1 | $6.44M | Buy |
58,065
+4,665
| +9% | +$518K | 0.7% | 50 |
|
|
2021
Q4 | $5.52M | Buy |
53,400
+549
| +1% | +$56.8K | 0.57% | 51 |
|
|
2021
Q3 | $6.63M | Buy |
52,851
+107
| +0.2% | +$13.4K | 0.75% | 46 |
|
|
2021
Q2 | $6.55M | Sell |
52,744
-99
| -0.2% | -$12.3K | 0.74% | 48 |
|
|
2021
Q1 | $6.24M | Buy |
52,843
+84
| +0.2% | +$9.92K | 0.75% | 49 |
|
|
2020
Q4 | $6.18M | Sell |
52,759
-1,568
| -3% | -$184K | 0.79% | 45 |
|
|
2020
Q3 | $5.65M | Sell |
54,327
-4,244
| -7% | -$441K | 0.8% | 43 |
|
|
2020
Q2 | $5.37M | Sell |
58,571
-1,924
| -3% | -$176K | 0.79% | 46 |
|
|
2020
Q1 | $5.46M | Buy |
60,495
+156
| +0.3% | +$14.1K | 0.97% | 42 |
|
|
2019
Q4 | $6.85M | Buy |
60,339
+342
| +0.6% | +$38.8K | 0.96% | 38 |
|
|
2019
Q3 | $6.52M | Buy |
59,997
+437
| +0.7% | +$47.5K | 0.98% | 35 |
|
|
2019
Q2 | $5.8M | Sell |
59,560
-1,504
| -2% | -$146K | 1.1% | 31 |
|
|
2019
Q1 | $5.56M | Buy |
61,064
+1,021
| +2% | +$93K | 1.1% | 36 |
|
|
2018
Q4 | $5.46M | Buy |
60,043
+1,365
| +2% | +$124K | 1.23% | 31 |
|
|
2018
Q3 | $5.77M | Buy |
58,678
+1,684
| +3% | +$166K | 1.13% | 36 |
|
|
2018
Q2 | $4.88M | Sell |
56,994
-3,106
| -5% | -$266K | 1.02% | 39 |
|
|
2018
Q1 | $4.82M | Buy |
60,100
+2,859
| +5% | +$229K | 1.06% | 39 |
|
|
2017
Q4 | $4.62M | Sell |
57,241
-189
| -0.3% | -$15.3K | 0.99% | 43 |
|
|
2017
Q3 | $4.47M | Buy |
57,430
+522
| +0.9% | +$40.6K | 1.02% | 41 |
|
|
2017
Q2 | $5.05M | Sell |
56,908
-161
| -0.3% | -$14.3K | 1.2% | 32 |
|
|
2017
Q1 | $4.6M | Buy |
57,069
+284
| +0.5% | +$22.9K | 1.12% | 35 |
|
|
2016
Q4 | $4.05M | Sell |
56,785
-704
| -1% | -$50.1K | 1.04% | 42 |
|
|
2016
Q3 | $4.97M | Buy |
57,489
+138
| +0.2% | +$11.9K | 1.34% | 26 |
|
|
2016
Q2 | $4.98M | Sell |
57,351
-37
| -0.1% | -$3.21K | 1.41% | 24 |
|
|
2016
Q1 | $4.38M | Buy |
57,388
+1,902
| +3% | +$145K | 1.28% | 28 |
|
|
2015
Q4 | $4.27M | Buy |
55,486
+1,193
| +2% | +$91.8K | 1.32% | 29 |
|
|
2015
Q3 | $3.63M | Buy |
54,293
+8,851
| +19% | +$592K | 1.19% | 29 |
|
|
2015
Q2 | $3.37M | Buy |
45,442
+1,109
| +3% | +$82.2K | 1.08% | 34 |
|
|
2015
Q1 | $3.46M | Buy |
+44,333
| New | +$3.46M | 1.15% | 33 |
|