Crestwood Advisors Group’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Sell |
6,660
-275
| -4% | -$24K | 0.01% | 327 |
|
|
2025
Q1 | $623K | Buy |
6,935
+411
| +6% | +$36.9K | 0.01% | 315 |
|
|
2024
Q4 | $521K | Sell |
6,524
-565
| -8% | -$45.1K | 0.01% | 297 |
|
|
2024
Q3 | $638K | Buy |
7,089
+525
| +8% | +$47.3K | 0.01% | 266 |
|
|
2024
Q2 | $517K | Sell |
6,564
-648
| -9% | -$51K | 0.01% | 275 |
|
|
2024
Q1 | $629K | Buy |
7,212
+1,691
| +31% | +$147K | 0.01% | 252 |
|
|
2023
Q4 | $455K | Buy |
5,521
+623
| +13% | +$51.3K | 0.01% | 269 |
|
|
2023
Q3 | $384K | Buy |
4,898
+2,067
| +73% | +$162K | 0.01% | 269 |
|
|
2023
Q2 | $249K | Buy |
2,831
+252
| +10% | +$22.2K | 0.01% | 226 |
|
|
2023
Q1 | $208K | Sell |
2,579
-45
| -2% | -$3.63K | 0.01% | 248 |
|
|
2022
Q4 | $204K | Buy |
2,624
+86
| +3% | +$6.68K | 0.01% | 251 |
|
|
2022
Q3 | $205K | Sell |
2,538
-2,257
| -47% | -$182K | 0.01% | 247 |
|
|
2022
Q2 | $430K | Buy |
4,795
+309
| +7% | +$27.7K | 0.01% | 199 |
|
|
2022
Q1 | $498K | Sell |
4,486
-111,927
| -96% | -$12.4M | 0.01% | 199 |
|
|
2021
Q4 | $12M | Sell |
116,413
-241,065
| -67% | -$24.9M | 0.31% | 70 |
|
|
2021
Q3 | $44.8M | Buy |
357,478
+465
| +0.1% | +$58.3K | 1.27% | 27 |
|
|
2021
Q2 | $44.3M | Buy |
357,013
+8,133
| +2% | +$1.01M | 1.28% | 25 |
|
|
2021
Q1 | $41.2M | Buy |
348,880
+13,223
| +4% | +$1.56M | 1.3% | 24 |
|
|
2020
Q4 | $39.3M | Buy |
335,657
+26,765
| +9% | +$3.14M | 1.3% | 24 |
|
|
2020
Q3 | $32.1M | Buy |
308,892
+544
| +0.2% | +$56.5K | 1.21% | 30 |
|
|
2020
Q2 | $28.3M | Buy |
308,348
+10,613
| +4% | +$973K | 1.13% | 33 |
|
|
2020
Q1 | $26.9M | Buy |
297,735
+17,069
| +6% | +$1.54M | 1.33% | 24 |
|
|
2019
Q4 | $31.8M | Buy |
280,666
+6,407
| +2% | +$727K | 1.26% | 26 |
|
|
2019
Q3 | $29.8M | Buy |
274,259
+5,253
| +2% | +$571K | 1.31% | 26 |
|
|
2019
Q2 | $26.2M | Buy |
269,006
+6,746
| +3% | +$657K | 1.19% | 31 |
|
|
2019
Q1 | $23.9M | Buy |
262,260
+7,199
| +3% | +$656K | 1.71% | 20 |
|
|
2018
Q4 | $23.2M | Buy |
255,061
+2,857
| +1% | +$260K | 1.85% | 18 |
|
|
2018
Q3 | $24.8M | Sell |
252,204
-2,343
| -0.9% | -$230K | 1.74% | 18 |
|
|
2018
Q2 | $23.1M | Sell |
254,547
-1,214
| -0.5% | -$110K | 1.68% | 19 |
|
|
2018
Q1 | $20.5M | Buy |
255,761
+9,210
| +4% | +$739K | 1.61% | 22 |
|
|
2017
Q4 | $19.9M | Sell |
246,551
-5,444
| -2% | -$440K | 1.58% | 22 |
|
|
2017
Q3 | $19.6M | Buy |
251,995
+4,275
| +2% | +$332K | 1.68% | 21 |
|
|
2017
Q2 | $20.9M | Sell |
247,720
-4,041
| -2% | -$341K | 1.78% | 20 |
|
|
2017
Q1 | $21.3M | Buy |
251,761
+22,297
| +10% | +$1.89M | 1.88% | 15 |
|
|
2016
Q4 | $16.3M | Sell |
229,464
-15,412
| -6% | -$1.1M | 1.58% | 26 |
|
|
2016
Q3 | $21.2M | Buy |
244,876
+7,473
| +3% | +$646K | 2.53% | 10 |
|
|
2016
Q2 | $20.6M | Buy |
237,403
+1,907
| +0.8% | +$165K | 2.55% | 12 |
|
|
2016
Q1 | $17.7M | Buy |
235,496
+10,899
| +5% | +$817K | 2.08% | 18 |
|
|
2015
Q4 | $17.3M | Buy |
224,597
+5,704
| +3% | +$439K | 2.08% | 15 |
|
|
2015
Q3 | $14.7M | Buy |
218,893
+11,440
| +6% | +$766K | 1.9% | 24 |
|
|
2015
Q2 | $15.4M | Buy |
207,453
+20,260
| +11% | +$1.5M | 2.05% | 17 |
|
|
2015
Q1 | $14.6M | Buy |
187,193
+55,025
| +42% | +$4.29M | 2.08% | 19 |
|
|
2014
Q4 | $9.54M | Buy |
132,168
+126,749
| +2,339% | +$9.15M | 1.44% | 38 |
|
|
2014
Q3 | $336K | Sell |
5,419
-247
| -4% | -$15.3K | 0.05% | 89 |
|
|
2014
Q2 | $361K | Sell |
5,666
-157
| -3% | -$10K | 0.06% | 86 |
|
|
2014
Q1 | $358K | Sell |
5,823
-1,254
| -18% | -$77.1K | 0.06% | 88 |
|
|
2013
Q4 | $406K | Sell |
7,077
-179
| -2% | -$10.3K | 0.06% | 83 |
|
|
2013
Q3 | $386K | Hold |
7,256
| – | – | 0.07% | 83 |
|
|
2013
Q2 | $373K | Buy |
+7,256
| New | +$373K | 0.07% | 88 |
|