Choate Investment 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 | $227K | Buy |
2,607
+286
| +12% | +$24.9K | ﹤0.01% | 379 |
|
2025
Q1 | $209K | Buy |
+2,321
| New | +$209K | 0.01% | 381 |
|
2024
Q2 | – | Sell |
-2,622
| Closed | -$229K | – | 395 |
|
2024
Q1 | $229K | Sell |
2,622
-96
| -4% | -$8.37K | 0.01% | 374 |
|
2023
Q4 | $224K | Sell |
2,718
-1,452
| -35% | -$120K | 0.01% | 350 |
|
2023
Q3 | $327K | Buy |
4,170
+1,213
| +41% | +$95.1K | 0.01% | 283 |
|
2023
Q2 | $261K | Buy |
+2,957
| New | +$261K | 0.01% | 255 |
|
2022
Q2 | – | Sell |
-14,213
| Closed | -$1.58M | – | 359 |
|
2022
Q1 | $1.58M | Buy |
+14,213
| New | +$1.58M | 0.08% | 104 |
|
2018
Q1 | – | Sell |
-10,179
| Closed | -$822K | – | 238 |
|
2017
Q4 | $822K | Sell |
10,179
-1,100
| -10% | -$88.8K | 0.04% | 138 |
|
2017
Q3 | $877K | Sell |
11,279
-21
| -0.2% | -$1.63K | 0.05% | 135 |
|
2017
Q2 | $1M | Sell |
11,300
-10
| -0.1% | -$888 | 0.06% | 117 |
|
2017
Q1 | $911K | Sell |
11,310
-209
| -2% | -$16.8K | 0.05% | 125 |
|
2016
Q4 | $820K | Sell |
11,519
-154
| -1% | -$11K | 0.05% | 123 |
|
2016
Q3 | $1.01M | Sell |
11,673
-311
| -3% | -$26.9K | 0.07% | 115 |
|
2016
Q2 | $1.04M | Sell |
11,984
-3,500
| -23% | -$304K | 0.07% | 107 |
|
2016
Q1 | $1.16M | Buy |
15,484
+10,057
| +185% | +$754K | 0.08% | 100 |
|
2015
Q4 | $392K | Buy |
5,427
+437
| +9% | +$31.6K | 0.03% | 192 |
|
2015
Q3 | $334K | Sell |
4,990
-167
| -3% | -$11.2K | 0.02% | 190 |
|
2015
Q2 | $382K | Buy |
5,157
+295
| +6% | +$21.9K | 0.02% | 187 |
|
2015
Q1 | $379K | Sell |
4,862
-1,165
| -19% | -$90.9K | 0.02% | 192 |
|
2014
Q4 | $435K | Buy |
6,027
+335
| +6% | +$24.2K | 0.03% | 182 |
|
2014
Q3 | $353K | Buy |
5,692
+1,168
| +26% | +$72.4K | 0.02% | 200 |
|
2014
Q2 | $288K | Sell |
4,524
-1,518
| -25% | -$96.8K | 0.02% | 225 |
|
2014
Q1 | $377K | Buy |
6,042
+500
| +9% | +$31.2K | 0.02% | 203 |
|
2013
Q4 | $318K | Buy |
5,542
+1,342
| +32% | +$77K | 0.02% | 223 |
|
2013
Q3 | $224K | Sell |
4,200
-60
| -1% | -$3.2K | 0.02% | 239 |
|
2013
Q2 | $219K | Buy |
+4,260
| New | +$219K | 0.02% | 243 |
|