Community Financial Services Group’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,520
Closed -$361K 109
2024
Q4
$361K Sell
4,520
-3,890
-46% -$311K 0.07% 96
2024
Q3
$757K Sell
8,410
-1,558
-16% -$140K 0.15% 82
2024
Q2
$785K Sell
9,968
-3,855
-28% -$303K 0.17% 86
2024
Q1
$1.2M Buy
+13,823
New +$1.2M 0.27% 79
2023
Q3
$6.52M Buy
+83,158
New +$6.52M 1.64% 20
2021
Q4
$8.44M Buy
81,555
+2,352
+3% +$243K 2.11% 15
2021
Q3
$9.93M Buy
79,203
+1,570
+2% +$197K 2.7% 11
2021
Q2
$9.64M Buy
77,633
+795
+1% +$98.7K 2.69% 13
2021
Q1
$9.08M Buy
76,838
+308
+0.4% +$36.4K 2.69% 14
2020
Q4
$8.97M Buy
76,530
+980
+1% +$115K 2.82% 12
2020
Q3
$7.85M Sell
75,550
-10
-0% -$1.04K 2.9% 8
2020
Q2
$6.93M Sell
75,560
-1,273
-2% -$117K 2.63% 10
2020
Q1
$6.93M Buy
76,833
+3,012
+4% +$272K 2.36% 13
2019
Q4
$8.38M Buy
73,821
+67,613
+1,089% +$7.67M 2.17% 16
2019
Q3
$674K Buy
6,208
+2,898
+88% +$315K 0.2% 49
2019
Q2
$322K Hold
3,310
0.11% 56
2019
Q1
$301K Buy
3,310
+20
+0.6% +$1.82K 0.1% 68
2018
Q4
$299K Buy
3,290
+375
+13% +$34.1K 0.11% 69
2018
Q3
$287K Buy
2,915
+40
+1% +$3.94K 0.1% 73
2018
Q2
$246K Buy
2,875
+50
+2% +$4.28K 0.09% 79
2018
Q1
$227K Buy
+2,825
New +$227K 0.09% 65
2015
Q4
Sell
-732
Closed -$49K 157
2015
Q3
$49K Hold
732
0.02% 124
2015
Q2
$54K Sell
732
-154
-17% -$11.4K 0.03% 125
2015
Q1
$69K Sell
886
-84
-9% -$6.54K 0.03% 109
2014
Q4
$70K Hold
970
0.03% 116
2014
Q3
$60K Sell
970
-255
-21% -$15.8K 0.03% 112
2014
Q2
$78K Buy
1,225
+55
+5% +$3.5K 0.04% 100
2014
Q1
$72K Buy
+1,170
New +$72K 0.04% 102
2013
Q4
Sell
-1,260
Closed -$67K 135
2013
Q3
$67K Buy
1,260
+85
+7% +$4.52K 0.04% 95
2013
Q2
$60K Buy
+1,175
New +$60K 0.04% 99