Corient Private Wealth’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44.2M Sell
507,098
-104,484
-17% -$9.11M 0.05% 281
2025
Q1
$55M Sell
611,582
-7,557
-1% -$679K 0.09% 207
2024
Q4
$49.5M Sell
619,139
-32,853
-5% -$2.62M 0.08% 229
2024
Q3
$58.7M Sell
651,992
-36,969
-5% -$3.33M 0.09% 209
2024
Q2
$54.2M Buy
688,961
+26,117
+4% +$2.06M 0.09% 214
2024
Q1
$57.8M Buy
662,844
+55,601
+9% +$4.85M 0.1% 204
2023
Q4
$50M Buy
607,243
+45,517
+8% +$3.75M 0.09% 217
2023
Q3
$44M Sell
561,726
-9,980
-2% -$782K 0.1% 214
2023
Q2
$50.4M Buy
571,706
+146,234
+34% +$12.9M 0.12% 184
2023
Q1
$34.3M Buy
425,472
+199,553
+88% +$16.1M 0.09% 215
2022
Q4
$17.6M Buy
+225,919
New +$17.6M 0.06% 287