Cypress Wealth Services’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Buy |
6,995
+60
| +0.9% | +$5.23K | 0.11% | 148 |
|
|
2025
Q1 | $623K | Sell |
6,935
-41
| -0.6% | -$3.68K | 0.13% | 135 |
|
|
2024
Q4 | $557K | Buy |
6,976
+431
| +7% | +$34.4K | 0.11% | 141 |
|
|
2024
Q3 | $589K | Sell |
6,545
-128
| -2% | -$11.5K | 0.12% | 132 |
|
|
2024
Q2 | $525K | Buy |
6,673
+381
| +6% | +$30K | 0.12% | 132 |
|
|
2024
Q1 | $548K | Buy |
6,292
+101
| +2% | +$8.8K | 0.13% | 131 |
|
|
2023
Q4 | $510K | Buy |
6,191
+406
| +7% | +$33.4K | 0.13% | 138 |
|
|
2023
Q3 | $453K | Buy |
5,785
+795
| +16% | +$62.3K | 0.13% | 147 |
|
|
2023
Q2 | $433K | Buy |
4,990
+702
| +16% | +$60.9K | 0.11% | 149 |
|
|
2023
Q1 | $346K | Sell |
4,288
-222
| -5% | -$17.9K | 0.1% | 168 |
|
|
2022
Q4 | $351K | Buy |
4,510
+157
| +4% | +$12.2K | 0.11% | 161 |
|
|
2022
Q3 | $359K | Buy |
4,353
+96
| +2% | +$7.92K | 0.12% | 145 |
|
|
2022
Q2 | $382K | Buy |
4,257
+1,828
| +75% | +$164K | 0.12% | 147 |
|
|
2022
Q1 | $269K | Buy |
+2,429
| New | +$269K | 0.07% | 191 |
|
|
2021
Q3 | – | Sell |
-3,636
| Closed | -$451K | – | 247 |
|
|
2021
Q2 | $451K | Sell |
3,636
-152
| -4% | -$18.9K | 0.12% | 148 |
|
|
2021
Q1 | $447K | Sell |
3,788
-131
| -3% | -$15.5K | 0.09% | 166 |
|
|
2020
Q4 | $459K | Buy |
+3,919
| New | +$459K | 0.1% | 160 |
|
|
2020
Q3 | – | Sell |
-3,528
| Closed | -$324K | – | 151 |
|
|
2020
Q2 | $324K | Buy |
3,528
+135
| +4% | +$12.4K | 0.08% | 192 |
|
|
2020
Q1 | $306K | Hold |
3,393
| – | – | 0.09% | 178 |
|
|
2019
Q4 | $385K | Hold |
3,393
| – | – | 0.1% | 160 |
|
|
2019
Q3 | $369K | Buy |
3,393
+722
| +27% | +$78.5K | 0.1% | 160 |
|
|
2019
Q2 | $260K | Hold |
2,671
| – | – | 0.08% | 207 |
|
|
2019
Q1 | $243K | Sell |
2,671
-80
| -3% | -$7.28K | 0.08% | 210 |
|
|
2018
Q4 | $250K | Buy |
2,751
+39
| +1% | +$3.54K | 0.1% | 173 |
|
|
2018
Q3 | $267K | Sell |
2,712
-77
| -3% | -$7.58K | 0.1% | 178 |
|
|
2018
Q2 | $239K | Buy |
+2,789
| New | +$239K | 0.09% | 190 |
|