Caldwell Trust’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Buy |
6,433
+525
|
|
||||
|
2025
Q1 | $531K | Buy |
5,908
+422
|
|
||||
|
2024
Q4 | $438K | Sell |
5,486
-483
|
|
||||
|
2024
Q3 | $537K | Buy |
5,969
+247
|
|
||||
|
2024
Q2 | $450K | Sell |
5,722
-595
|
|
||||
|
2024
Q1 | $551K | Sell |
6,317
-315
|
|
||||
|
2023
Q4 | $546K | Buy |
6,632
+96
|
|
||||
|
2023
Q3 | $512K | Buy |
6,536
+2,085
|
|
||||
|
2023
Q2 | $392K | Buy |
4,451
+44
|
|
||||
|
2023
Q1 | $355K | Buy |
4,407
+161
|
|
||||
|
2022
Q4 | $330K | Sell |
4,246
-621
|
|
||||
|
2022
Q3 | $393K | Sell |
4,867
-578
|
|
||||
|
2022
Q2 | $489K | Sell |
5,445
-246
|
|
||||
|
2022
Q1 | $631K | Buy |
5,691
+124
|
|
||||
|
2021
Q4 | $576K | Buy |
5,567
+67
|
|
||||
|
2021
Q3 | $689K | Sell |
5,500
-100
|
|
||||
|
2021
Q2 | $695K | Sell |
5,600
-156
|
|
||||
|
2021
Q1 | $680K | Sell |
5,756
-117
|
|
||||
|
2020
Q4 | $688K | Buy |
5,873
+212
|
|
||||
|
2020
Q3 | $588K | Sell |
5,661
-1,943
|
|
||||
|
2020
Q2 | $697K | Sell |
7,604
-51
|
|
||||
|
2020
Q1 | $690K | Buy |
7,655
+845
|
|
||||
|
2019
Q4 | $773K | Buy |
+6,810
|
|