Charter Oak Capital Management’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Sell
17,451
-236
-1% -$20.6K 0.13% 58
2025
Q1
$1.59M Sell
17,687
-210
-1% -$18.9K 0.15% 52
2024
Q4
$1.43M Sell
17,897
-736
-4% -$58.8K 0.13% 57
2024
Q3
$1.68M Buy
18,633
+553
+3% +$49.8K 0.16% 51
2024
Q2
$1.42M Sell
18,080
-255
-1% -$20.1K 0.15% 55
2024
Q1
$1.6M Buy
18,335
+265
+1% +$23.1K 0.17% 50
2023
Q4
$1.49M Buy
18,070
+6
+0% +$494 0.18% 47
2023
Q3
$1.42M Sell
18,064
-61
-0.3% -$4.78K 0.19% 48
2023
Q2
$1.6M Buy
18,125
+8
+0% +$705 0.21% 50
2023
Q1
$1.46M Sell
18,117
-209
-1% -$16.9K 0.2% 53
2022
Q4
$1.42M Sell
18,326
-50
-0.3% -$3.89K 0.21% 52
2022
Q3
$1.48M Sell
18,376
-245
-1% -$19.8K 0.24% 50
2022
Q2
$1.67M Buy
18,621
+4
+0% +$359 0.23% 50
2022
Q1
$2.07M Sell
18,617
-146
-0.8% -$16.2K 0.25% 47
2021
Q4
$1.94M Buy
18,763
+4
+0% +$414 0.23% 48
2021
Q3
$2.35M Buy
18,759
+208
+1% +$26.1K 0.29% 42
2021
Q2
$2.3M Buy
18,551
+23
+0.1% +$2.86K 0.3% 41
2021
Q1
$2.19M Buy
18,528
+3
+0% +$354 0.31% 40
2020
Q4
$2.17M Buy
+18,525
New +$2.17M 0.33% 39