Caldwell Trust’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $730K | Buy |
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|
2025
Q2 | $561K | Buy |
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|
2025
Q1 | $531K | Buy |
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|
2024
Q4 | $438K | Sell |
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|
2024
Q3 | $537K | Buy |
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|
2024
Q2 | $450K | Sell |
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|
2024
Q1 | $551K | Sell |
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|
2023
Q4 | $546K | Buy |
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|
2023
Q3 | $512K | Buy |
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|
2023
Q2 | $392K | Buy |
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|
2023
Q1 | $355K | Buy |
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|
2022
Q4 | $330K | Sell |
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|
2022
Q3 | $393K | Sell |
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|
2022
Q2 | $489K | Sell |
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|
2022
Q1 | $631K | Buy |
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|
2021
Q4 | $576K | Buy |
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|
2021
Q3 | $689K | Sell |
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|
2021
Q2 | $695K | Sell |
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|
2021
Q1 | $680K | Sell |
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|
2020
Q4 | $688K | Buy |
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|
2020
Q3 | $588K | Sell |
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|
2020
Q2 | $697K | Sell |
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|
2020
Q1 | $690K | Buy |
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|
2019
Q4 | $773K | Buy |
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