Bogart Wealth LLC’s Medtronic MDT Stock Holding History

Bogart Wealth LLC’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.62M	Buy	87,451 +86,316	+7,605%	+$7.52M	0.33%	73
2025 Q1	$102K	Buy	1,135 +30	+3%	+$2.7K	﹤0.01%	307
2024 Q4	$88.3K	Hold	1,105	–	–	﹤0.01%	326
2024 Q3	$99.5K	Sell	1,105 -552	-33%	-$49.7K	﹤0.01%	309
2024 Q2	$130K	Sell	1,657 -65,493	-98%	-$5.15M	0.01%	263
2024 Q1	$5.85M	Buy	67,150 +4,926	+8%	+$429K	0.3%	81
2023 Q4	$5.13M	Sell	62,224 -649	-1%	-$53.5K	0.29%	84
2023 Q3	$4.93M	Buy	62,873 +5,326	+9%	+$417K	0.3%	83
2023 Q2	$5.07M	Buy	57,547 +3,095	+6%	+$273K	0.32%	79
2023 Q1	$4.39M	Buy	54,452 +7,454	+16%	+$601K	0.29%	87
2022 Q4	$3.65M	Buy	46,998 +7,945	+20%	+$617K	0.25%	85
2022 Q3	$3.15M	Buy	39,053 +6,979	+22%	+$564K	0.26%	78
2022 Q2	$2.88M	Buy	32,074 +4,181	+15%	+$375K	0.25%	78
2022 Q1	$3.1M	Buy	27,893 +4,508	+19%	+$500K	0.26%	78
2021 Q4	$2.42M	Buy	23,385 +3,564	+18%	+$369K	0.22%	89
2021 Q3	$2.49M	Buy	19,821 +3,428	+21%	+$430K	0.25%	72
2021 Q2	$2.04M	Buy	16,393 +2,902	+22%	+$360K	0.22%	79
2021 Q1	$1.59M	Buy	13,491 +3,717	+38%	+$439K	0.22%	84
2020 Q4	$1.14M	Buy	9,774 +1,043	+12%	+$122K	0.21%	80
2020 Q3	$907K	Buy	8,731 +175	+2%	+$18.2K	0.2%	72
2020 Q2	$785K	Buy	8,556 +667	+8%	+$61.2K	0.18%	75
2020 Q1	$711K	Buy	7,889 +367	+5%	+$33.1K	0.19%	67
2019 Q4	$853K	Buy	7,522 +295	+4%	+$33.5K	0.27%	58
2019 Q3	$785K	Buy	7,227 +194	+3%	+$21.1K	0.39%	47
2019 Q2	$684K	Buy	7,033 +160	+2%	+$15.6K	0.41%	48
2019 Q1	$625K	Buy	6,873 +300	+5%	+$27.3K	0.3%	50
2018 Q4	$597K	Buy	6,573 +11	+0.2%	+$999	0.3%	41
2018 Q3	$646K	Buy	6,562 +317	+5%	+$31.2K	0.37%	41
2018 Q2	$534K	Buy	6,245 +73	+1%	+$6.24K	0.32%	48
2018 Q1	$492K	Buy	6,172 +1,570	+34%	+$125K	0.28%	50
2017 Q4	$372K	Buy	4,602 +4,021	+692%	+$325K	0.24%	54
2017 Q3	$45K	Buy	+581	New	+$45K	0.03%	145