Dynamic Advisor Solutions’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
24,352
-5,412
| -18% | -$472K | 0.07% | 298 |
|
|
2025
Q1 | $2.67M | Buy |
29,764
+9,873
| +50% | +$887K | 0.09% | 231 |
|
|
2024
Q4 | $1.59M | Sell |
19,891
-10,029
| -34% | -$801K | 0.07% | 248 |
|
|
2024
Q3 | $2.69M | Sell |
29,920
-3,645
| -11% | -$328K | 0.08% | 251 |
|
|
2024
Q2 | $2.64M | Buy |
33,565
+2,783
| +9% | +$219K | 0.08% | 261 |
|
|
2024
Q1 | $2.68M | Buy |
30,782
+7,249
| +31% | +$632K | 0.09% | 262 |
|
|
2023
Q4 | $1.99M | Buy |
23,533
+867
| +4% | +$73.3K | 0.07% | 287 |
|
|
2023
Q3 | $1.78M | Sell |
22,666
-216
| -0.9% | -$16.9K | 0.08% | 254 |
|
|
2023
Q2 | $2.02M | Buy |
22,882
+3,536
| +18% | +$312K | 0.1% | 219 |
|
|
2023
Q1 | $1.56M | Buy |
19,346
+1,587
| +9% | +$128K | 0.09% | 247 |
|
|
2022
Q4 | $1.38M | Sell |
17,759
-685
| -4% | -$53.2K | 0.09% | 233 |
|
|
2022
Q3 | $1.49M | Buy |
18,444
+1,101
| +6% | +$88.9K | 0.11% | 189 |
|
|
2022
Q2 | $1.56M | Buy |
17,343
+2,401
| +16% | +$216K | 0.12% | 190 |
|
|
2022
Q1 | $1.66M | Buy |
14,942
+2,383
| +19% | +$264K | 0.12% | 189 |
|
|
2021
Q4 | $1.3M | Buy |
12,559
+316
| +3% | +$32.7K | 0.09% | 226 |
|
|
2021
Q3 | $1.54M | Buy |
12,243
+1,054
| +9% | +$132K | 0.12% | 206 |
|
|
2021
Q2 | $1.39M | Sell |
11,189
-1,203
| -10% | -$149K | 0.11% | 215 |
|
|
2021
Q1 | $1.46M | Sell |
12,392
-6,537
| -35% | -$772K | 0.14% | 183 |
|
|
2020
Q4 | $2.22M | Buy |
18,929
+1,061
| +6% | +$124K | 0.21% | 124 |
|
|
2020
Q3 | $1.86M | Buy |
17,868
+2,876
| +19% | +$299K | 0.21% | 127 |
|
|
2020
Q2 | $1.38M | Buy |
14,992
+8,463
| +130% | +$776K | 0.19% | 143 |
|
|
2020
Q1 | $589K | Buy |
6,529
+224
| +4% | +$20.2K | 0.11% | 220 |
|
|
2019
Q4 | $715K | Buy |
6,305
+78
| +1% | +$8.85K | 0.1% | 239 |
|
|
2019
Q3 | $676K | Buy |
6,227
+629
| +11% | +$68.3K | 0.1% | 225 |
|
|
2019
Q2 | $545K | Buy |
5,598
+768
| +16% | +$74.8K | 0.09% | 240 |
|
|
2019
Q1 | $440K | Sell |
4,830
-92
| -2% | -$8.38K | 0.08% | 239 |
|
|
2018
Q4 | $428K | Sell |
4,922
-813
| -14% | -$70.7K | 0.09% | 228 |
|
|
2018
Q3 | $564K | Buy |
5,735
+852
| +17% | +$83.8K | 0.12% | 200 |
|
|
2018
Q2 | $419K | Buy |
4,883
+361
| +8% | +$31K | 0.1% | 243 |
|
|
2018
Q1 | $363K | Buy |
4,522
+1,522
| +51% | +$122K | 0.09% | 229 |
|
|
2017
Q4 | $242K | Sell |
3,000
-104
| -3% | -$8.39K | 0.08% | 221 |
|
|
2017
Q3 | $241K | Sell |
3,104
-23
| -0.7% | -$1.79K | 0.1% | 197 |
|
|
2017
Q2 | $278K | Buy |
3,127
+300
| +11% | +$26.7K | 0.11% | 180 |
|
|
2017
Q1 | $228K | Sell |
2,827
-305
| -10% | -$24.6K | 0.09% | 193 |
|
|
2016
Q4 | $223K | Buy |
3,132
+128
| +4% | +$9.11K | 0.09% | 195 |
|
|
2016
Q3 | $260K | Hold |
3,004
| – | – | 0.1% | 204 |
|
|
2016
Q2 | $261K | Sell |
3,004
-105
| -3% | -$9.12K | 0.11% | 180 |
|
|
2016
Q1 | $233K | Buy |
3,109
+200
| +7% | +$15K | 0.1% | 185 |
|
|
2015
Q4 | $224K | Buy |
+2,909
| New | +$224K | 0.09% | 197 |
|
|
2015
Q1 | – | Sell |
-6,843
| Closed | -$494K | – | 206 |
|
|
2014
Q4 | $494K | Buy |
+6,843
| New | +$494K | 0.27% | 112 |
|