BSW Wealth Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
2,637
-76
| -3% | -$6.63K | 0.03% | 288 |
|
|
2025
Q1 | $244K | Sell |
2,713
-1,429
| -35% | -$128K | 0.04% | 263 |
|
|
2024
Q4 | $331K | Sell |
4,142
-588
| -12% | -$47K | 0.05% | 218 |
|
|
2024
Q3 | $426K | Sell |
4,730
-2,595
| -35% | -$234K | 0.06% | 173 |
|
|
2024
Q2 | $577K | Sell |
7,325
-889
| -11% | -$70K | 0.09% | 119 |
|
|
2024
Q1 | $716K | Sell |
8,214
-1,253
| -13% | -$109K | 0.12% | 99 |
|
|
2023
Q4 | $780K | Buy |
9,467
+671
| +8% | +$55.3K | 0.15% | 88 |
|
|
2023
Q3 | $689K | Sell |
8,796
-862
| -9% | -$67.5K | 0.15% | 83 |
|
|
2023
Q2 | $851K | Buy |
9,658
+158
| +2% | +$13.9K | 0.18% | 73 |
|
|
2023
Q1 | $766K | Buy |
9,500
+1,473
| +18% | +$119K | 0.16% | 96 |
|
|
2022
Q4 | $624K | Buy |
8,027
+2,130
| +36% | +$166K | 0.13% | 115 |
|
|
2022
Q3 | $476K | Sell |
5,897
-1,035
| -15% | -$83.5K | 0.12% | 122 |
|
|
2022
Q2 | $622K | Buy |
6,932
+50
| +0.7% | +$4.49K | 0.15% | 97 |
|
|
2022
Q1 | $764K | Buy |
6,882
+843
| +14% | +$93.6K | 0.19% | 82 |
|
|
2021
Q4 | $625K | Buy |
6,039
+780
| +15% | +$80.7K | 0.16% | 98 |
|
|
2021
Q3 | $659K | Sell |
5,259
-194
| -4% | -$24.3K | 0.18% | 73 |
|
|
2021
Q2 | $677K | Buy |
5,453
+320
| +6% | +$39.7K | 0.19% | 73 |
|
|
2021
Q1 | $606K | Buy |
5,133
+211
| +4% | +$24.9K | 0.18% | 73 |
|
|
2020
Q4 | $577K | Buy |
4,922
+746
| +18% | +$87.5K | 0.18% | 73 |
|
|
2020
Q3 | $434K | Buy |
4,176
+1,042
| +33% | +$108K | 0.16% | 76 |
|
|
2020
Q2 | $287K | Buy |
3,134
+727
| +30% | +$66.6K | 0.1% | 110 |
|
|
2020
Q1 | $217K | Buy |
2,407
+128
| +6% | +$11.5K | 0.09% | 103 |
|
|
2019
Q4 | $259K | Buy |
2,279
+98
| +4% | +$11.1K | 0.09% | 106 |
|
|
2019
Q3 | $237K | Buy |
2,181
+100
| +5% | +$10.9K | 0.09% | 94 |
|
|
2019
Q2 | $203K | Sell |
2,081
-179
| -8% | -$17.5K | 0.08% | 99 |
|
|
2019
Q1 | $206K | Buy |
2,260
+158
| +8% | +$14.4K | 0.08% | 87 |
|
|
2018
Q4 | $191K | Sell |
2,102
-1,002
| -32% | -$91K | 0.07% | 87 |
|
|
2018
Q3 | $305K | Buy |
3,104
+316
| +11% | +$31.1K | 0.12% | 78 |
|
|
2018
Q2 | $239K | Buy |
2,788
+235
| +9% | +$20.1K | 0.1% | 77 |
|
|
2018
Q1 | $205K | Hold |
2,553
| – | – | 0.09% | 76 |
|
|
2017
Q4 | $206K | Buy |
+2,553
| New | +$206K | 0.09% | 82 |
|