Carolinas Wealth Consulting’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-357
Closed -$32.1K 569
2025
Q1
$32.1K Sell
357
-129
-27% -$11.6K 0.01% 394
2024
Q4
$39.1K Buy
486
+46
+10% +$3.7K 0.01% 397
2024
Q3
$39.9K Sell
440
-1
-0.2% -$91 0.01% 392
2024
Q2
$34.7K Sell
441
-2
-0.5% -$157 0.01% 410
2024
Q1
$38.9K Sell
443
-8,051
-95% -$707K 0.01% 412
2023
Q4
$62.9K Buy
8,494
+287
+3% +$2.13K 0.01% 307
2023
Q3
$34.5K Sell
8,207
-1,216
-13% -$5.11K 0.01% 358
2023
Q2
$150K Sell
9,423
-104
-1% -$1.65K 0.03% 208
2023
Q1
$146K Buy
9,527
+45
+0.5% +$689 0.03% 214
2022
Q4
$137K Buy
9,482
+49
+0.5% +$710 0.03% 213
2022
Q3
$139K Sell
9,433
-186
-2% -$2.74K 0.04% 194
2022
Q2
$170K Buy
9,619
+7,786
+425% +$138K 0.04% 177
2022
Q1
$205K Sell
1,833
-201
-10% -$22.5K 0.05% 166
2021
Q4
$212K Sell
2,034
-377
-16% -$39.3K 0.05% 165
2021
Q3
$304K Sell
2,411
-835
-26% -$105K 0.07% 119
2021
Q2
$405K Buy
3,246
+117
+4% +$14.6K 0.09% 101
2021
Q1
$371K Buy
3,129
+210
+7% +$24.9K 0.09% 104
2020
Q4
$344K Buy
2,919
+136
+5% +$16K 0.09% 108
2020
Q3
$291K Buy
2,783
+869
+45% +$90.9K 0.1% 91
2020
Q2
$177K Buy
+1,914
New +$177K 0.07% 112
2020
Q1
Sell
-2,088
Closed -$234K 171
2019
Q4
$234K Buy
+2,088
New +$234K 0.24% 55