Center for Financial Planning’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $424K | Buy |
4,864
+7
| +0.1% | +$610 | 0.05% | 113 |
|
2025
Q1 | $436K | Buy |
4,857
+365
| +8% | +$32.8K | 0.06% | 105 |
|
2024
Q4 | $359K | Sell |
4,492
-816
| -15% | -$65.2K | 0.05% | 113 |
|
2024
Q3 | $478K | Sell |
5,308
-279
| -5% | -$25.1K | 0.06% | 93 |
|
2024
Q2 | $440K | Buy |
5,587
+222
| +4% | +$17.5K | 0.06% | 95 |
|
2024
Q1 | $468K | Buy |
5,365
+83
| +2% | +$7.23K | 0.07% | 94 |
|
2023
Q4 | $435K | Sell |
5,282
-1,264
| -19% | -$104K | 0.08% | 89 |
|
2023
Q3 | $513K | Buy |
6,546
+1,386
| +27% | +$109K | 0.11% | 76 |
|
2023
Q2 | $455K | Buy |
5,160
+84
| +2% | +$7.4K | 0.1% | 84 |
|
2023
Q1 | $409K | Buy |
5,076
+1,376
| +37% | +$111K | 0.09% | 86 |
|
2022
Q4 | $288K | Buy |
3,700
+498
| +16% | +$38.7K | 0.07% | 106 |
|
2022
Q3 | $259K | Sell |
3,202
-216
| -6% | -$17.5K | 0.07% | 102 |
|
2022
Q2 | $307K | Buy |
3,418
+117
| +4% | +$10.5K | 0.08% | 100 |
|
2022
Q1 | $366K | Buy |
3,301
+103
| +3% | +$11.4K | 0.08% | 97 |
|
2021
Q4 | $331K | Buy |
3,198
+185
| +6% | +$19.1K | 0.07% | 102 |
|
2021
Q3 | $378K | Buy |
3,013
+146
| +5% | +$18.3K | 0.09% | 88 |
|
2021
Q2 | $356K | Sell |
2,867
-223
| -7% | -$27.7K | 0.09% | 92 |
|
2021
Q1 | $365K | Buy |
3,090
+514
| +20% | +$60.7K | 0.1% | 93 |
|
2020
Q4 | $302K | Buy |
2,576
+173
| +7% | +$20.3K | 0.09% | 94 |
|
2020
Q3 | $250K | Sell |
2,403
-66
| -3% | -$6.87K | 0.08% | 100 |
|
2020
Q2 | $226K | Sell |
2,469
-25
| -1% | -$2.29K | 0.08% | 101 |
|
2020
Q1 | $225K | Sell |
2,494
-98
| -4% | -$8.84K | 0.08% | 104 |
|
2019
Q4 | $294K | Buy |
+2,592
| New | +$294K | 0.07% | 93 |
|