CKW Financial Group’s Medtronic MDT Stock Holding History

CKW Financial 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 Q1	–	Sell	-400	Closed	-$32K	–	227
2024 Q4	$32K	Hold	400	–	–	﹤0.01%	152
2024 Q3	$36K	Hold	400	–	–	﹤0.01%	147
2024 Q2	$31K	Hold	400	–	–	﹤0.01%	150
2024 Q1	$35K	Hold	400	–	–	﹤0.01%	151
2023 Q4	$33K	Hold	400	–	–	﹤0.01%	153
2023 Q3	$31K	Hold	400	–	–	﹤0.01%	148
2023 Q2	$35K	Hold	400	–	–	0.01%	143
2023 Q1	$32K	Buy	400 +150	+60%	+$12.2K	0.01%	133
2022 Q4	$19K	Hold	250	–	–	﹤0.01%	148
2022 Q3	$20K	Hold	250	–	–	﹤0.01%	149
2022 Q2	$23K	Hold	250	–	–	﹤0.01%	145
2022 Q1	$28K	Hold	250	–	–	﹤0.01%	144
2021 Q4	$30K	Sell	250 -50	-17%	-$5.79K	﹤0.01%	145
2021 Q3	$38K	Hold	300	–	–	0.01%	132
2021 Q2	$38K	Hold	300	–	–	0.01%	135
2021 Q1	$35K	Hold	300	–	–	0.01%	123
2020 Q4	$35K	Sell	300 -100	-25%	-$11K	0.01%	116
2020 Q3	$41K	Hold	400	–	–	0.01%	106
2020 Q2	$37K	Hold	400	–	–	0.01%	100
2020 Q1	$34K	Buy	400 +50	+14%	+$5.32K	0.01%	100
2019 Q4	$40K	Hold	350	–	–	0.01%	104
2019 Q3	$38K	Hold	350	–	–	0.01%	100
2019 Q2	$34K	Hold	350	–	–	0.01%	104
2019 Q1	$32K	Hold	350	–	–	0.01%	117
2018 Q4	$32K	Sell	350 -550	-61%	-$51.4K	0.01%	114
2018 Q3	$90K	Hold	900	–	–	0.02%	73
2018 Q2	$77K	Hold	900	–	–	0.02%	75
2018 Q1	$70K	Hold	900	–	–	0.02%	70
2017 Q4	$73K	Buy	900 +300	+50%	+$24K	0.02%	72
2017 Q3	$47K	Hold	600	–	–	0.01%	95
2017 Q2	$53K	Hold	600	–	–	0.01%	90
2017 Q1	$48K	Buy	+600	New	+$46.9K	0.01%	98
2016 Q4	–	Sell	-300	Closed	-$26K	–	175
2016 Q3	$26K	Hold	300	–	–	0.01%	110
2016 Q2	$26K	Hold	300	–	–	0.01%	115
2016 Q1	$23K	Hold	300	–	–	0.01%	105
2015 Q4	$23K	Hold	300	–	–	0.01%	106
2015 Q3	$20K	Sell	300 -588	-66%	-$43.3K	0.01%	106
2015 Q2	$66K	Hold	888	–	–	0.03%	87
2015 Q1	$68K	Buy	888 +173	+24%	+$13.1K	0.03%	90
2014 Q4	$52K	Hold	715	–	–	0.02%	106
2014 Q3	$44K	Hold	715	–	–	0.02%	113
2014 Q2	$46K	Buy	715 +185	+35%	+$11.2K	0.02%	111
2014 Q1	$33K	Buy	530 +230	+77%	+$13.4K	0.02%	157
2013 Q4	$17K	Buy	+300	New	+$17K	0.01%	223

Other funds holding MDT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CKW Financial Group's MDT Position: Q1 2025 in Review

CKW Financial Group sold out of Medtronic (MDT) in Q1 2025, closing a stake of 400 shares — an estimated $32K sold.

CKW Financial Group first reported a position in MDT in Q4 2013 and held it in 44 quarters. The position peaked at $90K in Q3 2018. 2,177 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

CKW Financial Group reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
CKW Financial Group sold 400 Medtronic shares in Q1 2025, an estimated $32K.
CKW Financial Group first reported a position in Medtronic in Q4 2013 and held it in 44 quarters.
CKW Financial Group's Medtronic position peaked at $90K in Q3 2018.
2,177 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on CKW Financial Group's 13F filing for Q1 2025, filed 16 May 2025.