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Clearstead Advisors’s Medtronic MDT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.37M Buy
38,659
+18,705
+94% +$1.63M 0.05% 243
2025
Q1
$1.79M Sell
19,954
-403
-2% -$36.2K 0.03% 320
2024
Q4
$1.63M Sell
20,357
-18,361
-47% -$1.47M 0.02% 325
2024
Q3
$3.49M Buy
38,718
+17,443
+82% +$1.57M 0.05% 226
2024
Q2
$1.67M Buy
21,275
+9,314
+78% +$733K 0.03% 301
2024
Q1
$999K Sell
11,961
-5,579
-32% -$466K 0.05% 227
2023
Q4
$1.44M Sell
17,540
-21,721
-55% -$1.79M 0.08% 176
2023
Q3
$3.08M Buy
39,261
+20,086
+105% +$1.57M 0.09% 161
2023
Q2
$1.69M Buy
19,175
+1,289
+7% +$114K 0.1% 151
2023
Q1
$1.44M Sell
17,886
-1,113
-6% -$89.7K 0.11% 151
2022
Q4
$1.48M Sell
18,999
-1,639
-8% -$127K 0.12% 142
2022
Q3
$1.67M Buy
20,638
+8
+0% +$646 0.15% 124
2022
Q2
$1.85M Sell
20,630
-1,026
-5% -$92.1K 0.14% 125
2022
Q1
$2.4M Buy
21,656
+6,913
+47% +$767K 0.16% 107
2021
Q4
$1.53M Buy
14,743
+668
+5% +$69.1K 0.1% 148
2021
Q3
$1.76M Sell
14,075
-812
-5% -$102K 0.13% 122
2021
Q2
$1.85M Buy
14,887
+626
+4% +$77.7K 0.14% 114
2021
Q1
$1.69M Buy
14,261
+353
+3% +$41.7K 0.14% 119
2020
Q4
$1.63M Buy
13,908
+1,155
+9% +$135K 0.15% 115
2020
Q3
$1.33M Sell
12,753
-387
-3% -$40.2K 0.14% 115
2020
Q2
$1.21M Sell
13,140
-217
-2% -$19.9K 0.14% 116
2020
Q1
$1.21M Sell
13,357
-320
-2% -$28.9K 0.18% 99
2019
Q4
$1.55M Buy
13,677
+379
+3% +$43K 0.19% 100
2019
Q3
$1.44M Sell
13,298
-292
-2% -$31.7K 0.19% 96
2019
Q2
$1.32M Sell
13,590
-1,180
-8% -$115K 0.18% 101
2019
Q1
$1.35M Sell
14,770
-372
-2% -$33.9K 0.19% 92
2018
Q4
$1.38M Buy
15,142
+2,254
+17% +$205K 0.21% 85
2018
Q3
$1.27M Buy
12,888
+677
+6% +$66.6K 0.17% 96
2018
Q2
$1.05M Sell
12,211
-767
-6% -$65.6K 0.15% 99
2018
Q1
$1.04M Buy
12,978
+724
+6% +$58.1K 0.15% 102
2017
Q4
$990K Buy
12,254
+162
+1% +$13.1K 0.13% 105
2017
Q3
$940K Buy
12,092
+86
+0.7% +$6.69K 0.12% 123
2017
Q2
$1.07M Buy
12,006
+693
+6% +$61.5K 0.16% 101
2017
Q1
$911K Sell
11,313
-355
-3% -$28.6K 0.13% 106
2016
Q4
$831K Buy
+11,668
New +$831K 0.13% 101