CFO4Life Group’s Medtronic MDT Stock Holding History

CFO4Life Group’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,430	Closed	-$218K	–	239
2025 Q1	$218K	Sell	2,430 -973	-29%	-$87.1K	0.04%	193
2024 Q4	$272K	Sell	3,403 -95	-3%	-$8.22K	0.05%	166
2024 Q3	$315K	Buy	3,498 +23	+0.7%	+$1.94K	0.06%	156
2024 Q2	$274K	Sell	3,475 -660	-16%	-$54.1K	0.05%	156
2024 Q1	$360K	Buy	4,135 +1,203	+41%	+$103K	0.07%	137
2023 Q4	$242K	Sell	2,932 -555	-16%	-$42.3K	0.05%	153
2023 Q3	$273K	Sell	3,487 -84	-2%	-$7.03K	0.06%	128
2023 Q2	$315K	Sell	3,571 -883	-20%	-$76K	0.07%	130
2023 Q1	$359K	Buy	4,454 +1,039	+30%	+$84.7K	0.08%	114
2022 Q4	$265K	Buy	+3,415	New	+$277K	0.06%	144
2022 Q2	–	Sell	-2,376	Closed	-$264K	–	161
2022 Q1	$264K	Buy	2,376 +293	+14%	+$31K	0.06%	127
2021 Q4	$216K	Sell	2,083 -161	-7%	-$18.6K	0.04%	143
2021 Q3	$281K	Buy	2,244 +511	+29%	+$66.1K	0.07%	113
2021 Q2	$215K	Sell	1,733 -192	-10%	-$24.1K	0.05%	132
2021 Q1	$227K	Buy	1,925 +202	+12%	+$23.7K	0.06%	133
2020 Q4	$202K	Buy	+1,723	New	+$190K	0.06%	132
2020 Q1	–	Sell	-2,068	Closed	-$235K	–	129
2019 Q4	$235K	Buy	2,068 +46	+2%	+$5.05K	0.1%	107
2019 Q3	$220K	Buy	+2,022	New	+$211K	0.1%	107

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return