Brown, Lisle/Cummings’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $120K | Sell |
1,376
-250
| -15% | -$21.8K | 0.03% | 260 |
|
2025
Q1 | $146K | Buy |
1,626
+139
| +9% | +$12.5K | 0.04% | 236 |
|
2024
Q4 | $119K | Buy |
1,487
+202
| +16% | +$16.1K | 0.04% | 249 |
|
2024
Q3 | $116K | Hold |
1,285
| – | – | 0.04% | 253 |
|
2024
Q2 | $101K | Sell |
1,285
-100
| -7% | -$7.87K | 0.03% | 257 |
|
2024
Q1 | $121K | Hold |
1,385
| – | – | 0.04% | 233 |
|
2023
Q4 | $114K | Buy |
1,385
+250
| +22% | +$20.6K | 0.04% | 230 |
|
2023
Q3 | $88.9K | Hold |
1,135
| – | – | 0.04% | 236 |
|
2023
Q2 | $100K | Buy |
1,135
+323
| +40% | +$28.5K | 0.04% | 228 |
|
2023
Q1 | $65.5K | Hold |
812
| – | – | 0.03% | 254 |
|
2022
Q4 | $63.1K | Buy |
812
+82
| +11% | +$6.37K | 0.03% | 248 |
|
2022
Q3 | $58.9K | Hold |
730
| – | – | 0.03% | 242 |
|
2022
Q2 | $65.5K | Hold |
730
| – | – | 0.04% | 234 |
|
2022
Q1 | $81K | Hold |
730
| – | – | 0.04% | 227 |
|
2021
Q4 | $75.5K | Buy |
+730
| New | +$75.5K | 0.04% | 232 |
|