Court Place Advisors’s Medtronic MDT Stock Holding History

Court Place Advisors’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,507	Closed	-$207K	–	164
2023 Q4	$207K	Sell	2,507 -641	-20%	-$52.8K	0.07%	157
2023 Q3	$247K	Hold	3,148	–	–	0.09%	143
2023 Q2	$277K	Sell	3,148 -175	-5%	-$15.4K	0.1%	134
2023 Q1	$268K	Sell	3,323 -778	-19%	-$62.7K	0.1%	138
2022 Q4	$319K	Buy	4,101 +90	+2%	+$7K	0.12%	125
2022 Q3	$324K	Sell	4,011 -143	-3%	-$11.6K	0.13%	122
2022 Q2	$373K	Hold	4,154	–	–	0.14%	115
2022 Q1	$461K	Sell	4,154 -197	-5%	-$21.9K	0.15%	113
2021 Q4	$450K	Buy	4,351 +910	+26%	+$94.1K	0.12%	122
2021 Q3	$431K	Hold	3,441	–	–	0.13%	122
2021 Q2	$427K	Hold	3,441	–	–	0.12%	124
2021 Q1	$406K	Sell	3,441 -20	-0.6%	-$2.36K	0.13%	126
2020 Q4	$405K	Sell	3,461 -550	-14%	-$64.4K	0.14%	117
2020 Q3	$417K	Hold	4,011	–	–	0.16%	108
2020 Q2	$368K	Hold	4,011	–	–	0.14%	115
2020 Q1	$362K	Sell	4,011 -100	-2%	-$9.03K	0.16%	111
2019 Q4	$466K	Hold	4,111	–	–	0.17%	118
2019 Q3	$447K	Buy	4,111 +1,250	+44%	+$136K	0.17%	118
2019 Q2	$279K	Sell	2,861 -457	-14%	-$44.6K	0.11%	147
2019 Q1	$302K	Hold	3,318	–	–	0.12%	133
2018 Q4	$302K	Hold	3,318	–	–	0.14%	127
2018 Q3	$326K	Hold	3,318	–	–	0.12%	129
2018 Q2	$284K	Buy	3,318 +33	+1%	+$2.83K	0.12%	134
2018 Q1	$264K	Hold	3,285	–	–	0.11%	140
2017 Q4	$265K	Sell	3,285 -69	-2%	-$5.57K	0.11%	138
2017 Q3	$261K	Sell	3,354 -191	-5%	-$14.9K	0.12%	141
2017 Q2	$315K	Sell	3,545 -143	-4%	-$12.7K	0.15%	124
2017 Q1	$297K	Sell	3,688 -174	-5%	-$14K	0.15%	122
2016 Q4	$275K	Buy	3,862 +20	+0.5%	+$1.42K	0.14%	122
2016 Q3	$332K	Hold	3,842	–	–	0.18%	109
2016 Q2	$333K	Buy	3,842 +94	+3%	+$8.15K	0.19%	105
2016 Q1	$281K	Hold	3,748	–	–	0.17%	112
2015 Q4	$288K	Sell	3,748 -286	-7%	-$22K	0.18%	106
2015 Q3	$270K	Hold	4,034	–	–	0.19%	103
2015 Q2	$299K	Hold	4,034	–	–	0.19%	105
2015 Q1	$315K	Buy	+4,034	New	+$315K	0.2%	104