Colonial Trust 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
$61.3K Buy
703
+10
+1% +$872 0.01% 312
2025
Q1
$62.2K Buy
693
+141
+26% +$12.7K 0.01% 310
2024
Q4
$44.1K Sell
552
-39
-7% -$3.12K ﹤0.01% 329
2024
Q3
$53.2K Hold
591
﹤0.01% 328
2024
Q2
$46.5K Sell
591
-66
-10% -$5.19K ﹤0.01% 331
2024
Q1
$57.3K Sell
657
-121
-16% -$10.5K 0.01% 308
2023
Q4
$64.1K Sell
778
-87
-10% -$7.17K 0.01% 287
2023
Q3
$67.8K Buy
865
+1
+0.1% +$78 0.01% 297
2023
Q2
$76.1K Buy
864
+1
+0.1% +$88 0.01% 284
2023
Q1
$69.6K Sell
863
-107
-11% -$8.63K 0.01% 295
2022
Q4
$75.4K Sell
970
-117
-11% -$9.09K 0.01% 280
2022
Q3
$88K Buy
+1,087
New +$88K 0.01% 220
2022
Q1
Sell
-2,013
Closed -$208K 184
2021
Q4
$208K Sell
2,013
-1,157
-36% -$120K 0.02% 178
2021
Q3
$397K Buy
3,170
+69
+2% +$8.64K 0.05% 151
2021
Q2
$385K Sell
3,101
-43,673
-93% -$5.42M 0.05% 153
2021
Q1
$5.53M Buy
46,774
+357
+0.8% +$42.2K 0.73% 46
2020
Q4
$5.44M Buy
46,417
+1,013
+2% +$119K 0.75% 43
2020
Q3
$4.72M Buy
45,404
+530
+1% +$55.1K 0.74% 41
2020
Q2
$4.12M Buy
44,874
+2,303
+5% +$211K 0.7% 46
2020
Q1
$3.84M Buy
42,571
+2,956
+7% +$267K 0.8% 37
2019
Q4
$4.49M Buy
39,615
+138
+0.3% +$15.7K 0.75% 48
2019
Q3
$4.29M Buy
39,477
+4,004
+11% +$435K 0.76% 49
2019
Q2
$3.46M Buy
35,473
+764
+2% +$74.4K 0.63% 54
2019
Q1
$3.16M Buy
34,709
+3,760
+12% +$342K 0.6% 52
2018
Q4
$2.82M Sell
30,949
-725
-2% -$65.9K 0.69% 49
2018
Q3
$3.12M Buy
31,674
+837
+3% +$82.3K 0.58% 57
2018
Q2
$2.64M Sell
30,837
-130
-0.4% -$11.1K 0.52% 57
2018
Q1
$2.48M Sell
30,967
-9,582
-24% -$769K 0.51% 61
2017
Q4
$3.27M Buy
40,549
+10,584
+35% +$855K 0.51% 62
2017
Q3
$2.33M Buy
29,965
+887
+3% +$69K 0.51% 63
2017
Q2
$2.58M Buy
29,078
+8,799
+43% +$781K 0.59% 58
2017
Q1
$1.68M Buy
20,279
+11,531
+132% +$957K 0.52% 64
2016
Q4
$623K Buy
8,748
+142
+2% +$10.1K 0.2% 95
2016
Q3
$744K Buy
8,606
+75
+0.9% +$6.48K 0.23% 92
2016
Q2
$740K Sell
8,531
-99
-1% -$8.59K 0.24% 89
2016
Q1
$647K Sell
8,630
-150
-2% -$11.2K 0.21% 91
2015
Q4
$675K Sell
8,780
-75
-0.8% -$5.77K 0.22% 90
2015
Q3
$593K Buy
8,855
+750
+9% +$50.2K 0.2% 94
2015
Q2
$601K Buy
8,105
+825
+11% +$61.2K 0.19% 100
2015
Q1
$568K Buy
7,280
+3,035
+71% +$237K 0.17% 102
2014
Q4
$306K Sell
4,245
-505
-11% -$36.4K 0.12% 115
2014
Q3
$294K Buy
+4,750
New +$294K 0.09% 123