Concord Wealth Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.5K | Sell |
660
-19
| -3% | -$1.66K | 0.01% | 327 |
|
|
2025
Q1 | $61K | Sell |
679
-48
| -7% | -$4.31K | 0.01% | 294 |
|
|
2024
Q4 | $58.1K | Sell |
727
-206
| -22% | -$16.5K | 0.01% | 305 |
|
|
2024
Q3 | $84K | Sell |
933
-3,706
| -80% | -$333K | 0.01% | 272 |
|
|
2024
Q2 | $365K | Buy |
4,639
+2,899
| +167% | +$228K | 0.06% | 155 |
|
|
2024
Q1 | $152K | Sell |
1,740
-1,956
| -53% | -$170K | 0.03% | 232 |
|
|
2023
Q4 | $304K | Sell |
3,696
-3,707
| -50% | -$305K | 0.06% | 161 |
|
|
2023
Q3 | $580K | Buy |
7,403
+1,752
| +31% | +$137K | 0.12% | 114 |
|
|
2023
Q2 | $498K | Buy |
5,651
+3,287
| +139% | +$290K | 0.11% | 112 |
|
|
2023
Q1 | $191K | Sell |
2,364
-1,381
| -37% | -$111K | 0.05% | 171 |
|
|
2022
Q4 | $291K | Sell |
3,745
-1,220
| -25% | -$94.8K | 0.09% | 125 |
|
|
2022
Q3 | $401K | Sell |
4,965
-63
| -1% | -$5.09K | 0.13% | 105 |
|
|
2022
Q2 | $451K | Buy |
5,028
+128
| +3% | +$11.5K | 0.12% | 110 |
|
|
2022
Q1 | $544K | Buy |
4,900
+650
| +15% | +$72.2K | 0.14% | 96 |
|
|
2021
Q4 | $440K | Buy |
4,250
+2,770
| +187% | +$287K | 0.11% | 110 |
|
|
2021
Q3 | $186K | Sell |
1,480
-1,870
| -56% | -$235K | 0.08% | 92 |
|
|
2021
Q2 | $416K | Buy |
3,350
+100
| +3% | +$12.4K | 0.12% | 76 |
|
|
2021
Q1 | $384K | Buy |
3,250
+3,024
| +1,338% | +$357K | 0.13% | 81 |
|
|
2020
Q4 | $26K | Buy |
+226
| New | +$26K | 0.02% | 279 |
|