CAPTRUST Financial Advisors’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.2M Buy
129,003
+6,301
+5% +$549K 0.03% 435
2025
Q1
$11M Buy
122,702
+25,251
+26% +$2.27M 0.03% 407
2024
Q4
$7.78M Sell
97,451
-3,939
-4% -$315K 0.02% 427
2024
Q3
$9.13M Sell
101,390
-13,977
-12% -$1.26M 0.03% 400
2024
Q2
$9.08M Sell
115,367
-4,553
-4% -$358K 0.03% 374
2024
Q1
$10.5M Sell
119,920
-52,511
-30% -$4.58M 0.04% 338
2023
Q4
$14.2M Sell
172,431
-5,496
-3% -$453K 0.05% 300
2023
Q3
$13.9M Buy
177,927
+16,191
+10% +$1.27M 0.05% 269
2023
Q2
$14.2M Buy
161,736
+5,285
+3% +$466K 0.06% 250
2023
Q1
$12.6M Buy
156,451
+11,188
+8% +$902K 0.06% 256
2022
Q4
$11.3M Sell
145,263
-22,297
-13% -$1.73M 0.06% 270
2022
Q3
$13.5M Buy
167,560
+46,308
+38% +$3.74M 0.08% 207
2022
Q2
$11M Buy
121,252
+9,165
+8% +$829K 0.07% 234
2022
Q1
$12.5M Buy
112,087
+11,591
+12% +$1.29M 0.08% 208
2021
Q4
$10.5M Buy
100,496
+3,286
+3% +$342K 0.07% 226
2021
Q3
$12.2M Buy
97,210
+7,437
+8% +$937K 0.1% 192
2021
Q2
$11.2M Sell
89,773
-20,962
-19% -$2.62M 0.1% 183
2021
Q1
$13.1M Sell
110,735
-211,219
-66% -$25.1M 0.14% 158
2020
Q4
$37.9M Buy
321,954
+37,518
+13% +$4.42M 0.5% 43
2020
Q3
$29.3M Sell
284,436
-39,032
-12% -$4.02M 0.49% 40
2020
Q2
$30.1M Buy
323,468
+14,416
+5% +$1.34M 0.49% 45
2020
Q1
$26.2M Buy
309,052
+7,525
+2% +$637K 0.58% 34
2019
Q4
$34.7M Buy
301,527
+280,989
+1,368% +$32.3M 0.55% 38
2019
Q3
$2.24M Sell
20,538
-719
-3% -$78.5K 0.08% 214
2019
Q2
$2.07M Buy
21,257
+2,028
+11% +$197K 0.08% 214
2019
Q1
$1.76M Buy
19,229
+736
+4% +$67.4K 0.07% 207
2018
Q4
$1.69M Sell
18,493
-401
-2% -$36.7K 0.09% 165
2018
Q3
$1.87M Buy
18,894
+10,449
+124% +$1.03M 0.08% 156
2018
Q2
$723K Buy
8,445
+927
+12% +$79.4K 0.04% 210
2018
Q1
$585K Buy
7,518
+1,821
+32% +$142K 0.04% 214
2017
Q4
$463K Buy
5,697
+5,029
+753% +$409K 0.03% 236
2017
Q3
$54K Buy
+668
New +$54K ﹤0.01% 283