Clearstead Trust’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $945K | Buy |
10,839
+333
| +3% | +$29K | 0.18% | 73 |
|
|
2025
Q1 | $944K | Sell |
10,506
-9,350
| -47% | -$840K | 0.21% | 68 |
|
|
2024
Q4 | $1.59M | Sell |
19,856
-116
| -0.6% | -$9.27K | 0.34% | 45 |
|
|
2024
Q3 | $1.8M | Buy |
19,972
+19,000
| +1,955% | +$1.71M | 0.43% | 38 |
|
|
2024
Q2 | $76.5K | Sell |
972
-784
| -45% | -$61.7K | 0.02% | 208 |
|
|
2024
Q1 | $153K | Buy |
1,756
+539
| +44% | +$47K | 0.04% | 154 |
|
|
2023
Q4 | $100K | Sell |
1,217
-134
| -10% | -$11K | 0.03% | 197 |
|
|
2023
Q3 | $106K | Sell |
1,351
-1,000
| -43% | -$78.4K | 0.03% | 171 |
|
|
2023
Q2 | $207K | Buy |
2,351
+841
| +56% | +$74.1K | 0.07% | 121 |
|
|
2023
Q1 | $122K | Sell |
1,510
-1,000
| -40% | -$80.6K | 0.04% | 169 |
|
|
2022
Q4 | $195K | Buy |
2,510
+1,000
| +66% | +$77.7K | 0.07% | 130 |
|
|
2022
Q3 | $122K | Buy |
+1,510
| New | +$122K | 0.04% | 168 |
|
|
2019
Q1 | – | Sell |
-20,636
| Closed | -$1.88M | – | 219 |
|
|
2018
Q4 | $1.88M | Buy |
+20,636
| New | +$1.88M | 1.74% | 18 |
|