CFA
Cahill Financial Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
13,776
+7,864
| +133% | +$686K | 0.15% | 105 |
|
|
2025
Q1 | $531K | Sell |
5,912
-1,222
| -17% | -$110K | 0.07% | 159 |
|
|
2024
Q4 | $570K | Buy |
7,134
+1,654
| +30% | +$132K | 0.08% | 148 |
|
|
2024
Q3 | $493K | Buy |
5,480
+2,189
| +67% | +$197K | 0.07% | 169 |
|
|
2024
Q2 | $259K | Sell |
3,291
-90
| -3% | -$7.08K | 0.04% | 233 |
|
|
2024
Q1 | $295K | Sell |
3,381
-2,709
| -44% | -$236K | 0.04% | 218 |
|
|
2023
Q4 | $502K | Buy |
6,090
+838
| +16% | +$69K | 0.07% | 162 |
|
|
2023
Q3 | $412K | Buy |
5,252
+119
| +2% | +$9.33K | 0.07% | 173 |
|
|
2023
Q2 | $452K | Buy |
5,133
+50
| +1% | +$4.41K | 0.07% | 169 |
|
|
2023
Q1 | $410K | Sell |
5,083
-249
| -5% | -$20.1K | 0.07% | 165 |
|
|
2022
Q4 | $414K | Sell |
5,332
-201
| -4% | -$15.6K | 0.08% | 163 |
|
|
2022
Q3 | $447K | Buy |
5,533
+71
| +1% | +$5.74K | 0.09% | 157 |
|
|
2022
Q2 | $490K | Sell |
5,462
-18
| -0.3% | -$1.62K | 0.1% | 154 |
|
|
2022
Q1 | $608K | Buy |
5,480
+230
| +4% | +$25.5K | 0.11% | 148 |
|
|
2021
Q4 | $543K | Buy |
5,250
+36
| +0.7% | +$3.72K | 0.1% | 158 |
|
|
2021
Q3 | $653K | Buy |
5,214
+2
| +0% | +$250 | 0.13% | 140 |
|
|
2021
Q2 | $647K | Sell |
5,212
-258
| -5% | -$32K | 0.15% | 128 |
|
|
2021
Q1 | $647K | Buy |
5,470
+3
| +0.1% | +$355 | 0.16% | 119 |
|
|
2020
Q4 | $640K | Buy |
+5,467
| New | +$640K | 0.16% | 111 |
|
|
2020
Q3 | – | Sell |
-5,015
| Closed | -$460K | – | 168 |
|
|
2020
Q2 | $460K | Sell |
5,015
-96
| -2% | -$8.81K | 0.18% | 104 |
|
|
2020
Q1 | $461K | Buy |
5,111
+42
| +0.8% | +$3.79K | 0.21% | 96 |
|
|
2019
Q4 | $576K | Sell |
5,069
-255
| -5% | -$29K | 0.21% | 98 |
|
|
2019
Q3 | $579K | Buy |
5,324
+1,145
| +27% | +$125K | 0.23% | 97 |
|
|
2019
Q2 | $407K | Buy |
4,179
+3
| +0.1% | +$292 | 0.16% | 109 |
|
|
2019
Q1 | $381K | Buy |
4,176
+3
| +0.1% | +$274 | 0.16% | 112 |
|
|
2018
Q4 | $380K | Sell |
4,173
-103
| -2% | -$9.38K | 0.19% | 108 |
|
|
2018
Q3 | $421K | Buy |
4,276
+3
| +0.1% | +$295 | 0.19% | 109 |
|
|
2018
Q2 | $366K | Buy |
4,273
+94
| +2% | +$8.05K | 0.17% | 117 |
|
|
2018
Q1 | $336K | Sell |
4,179
-423
| -9% | -$34K | 0.16% | 118 |
|
|
2017
Q4 | $372K | Sell |
4,602
-987
| -18% | -$79.8K | 0.19% | 109 |
|
|
2017
Q3 | $435K | Sell |
5,589
-3,272
| -37% | -$255K | 0.23% | 97 |
|
|
2017
Q2 | $787K | Buy |
8,861
+342
| +4% | +$30.4K | 0.44% | 58 |
|
|
2017
Q1 | $687K | Buy |
8,519
+13
| +0.2% | +$1.05K | 0.4% | 66 |
|
|
2016
Q4 | $606K | Buy |
8,506
+153
| +2% | +$10.9K | 0.37% | 66 |
|
|
2016
Q3 | $722K | Buy |
8,353
+2
| +0% | +$173 | 0.47% | 52 |
|
|
2016
Q2 | $725K | Buy |
8,351
+139
| +2% | +$12.1K | 0.51% | 51 |
|
|
2016
Q1 | $616K | Buy |
8,212
+816
| +11% | +$61.2K | 0.46% | 53 |
|
|
2015
Q4 | $569K | Buy |
7,396
+128
| +2% | +$9.85K | 0.47% | 58 |
|
|
2015
Q3 | $487K | Buy |
7,268
+2
| +0% | +$134 | 0.4% | 69 |
|
|
2015
Q2 | $539K | Buy |
7,266
+2
| +0% | +$148 | 0.4% | 65 |
|
|
2015
Q1 | $567K | Buy |
7,264
+2,653
| +58% | +$207K | 0.43% | 60 |
|
|
2014
Q4 | $333K | Buy |
4,611
+3
| +0.1% | +$217 | 0.26% | 83 |
|
|
2014
Q3 | $286K | Sell |
4,608
-3,197
| -41% | -$198K | 0.23% | 90 |
|
|
2014
Q2 | $498K | Buy |
7,805
+3
| +0% | +$191 | 0.39% | 65 |
|
|
2014
Q1 | $481K | Buy |
7,802
+3
| +0% | +$185 | 0.41% | 54 |
|
|
2013
Q4 | $448K | Buy |
+7,799
| New | +$448K | 0.39% | 64 |
|