Empirical Wealth Management’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$373K Sell
4,281
-24
-0.6% -$2.09K 0.01% 474
2025
Q1
$387K Sell
4,305
-7,309
-63% -$657K 0.01% 455
2024
Q4
$928K Buy
11,614
+1,955
+20% +$156K 0.03% 285
2024
Q3
$870K Buy
9,659
+718
+8% +$64.6K 0.02% 289
2024
Q2
$704K Buy
8,941
+1,072
+14% +$84.4K 0.02% 293
2024
Q1
$686K Buy
7,869
+2,211
+39% +$193K 0.02% 292
2023
Q4
$466K Sell
5,658
-3,441
-38% -$283K 0.02% 331
2023
Q3
$713K Buy
9,099
+1,651
+22% +$129K 0.03% 260
2023
Q2
$656K Buy
7,448
+1,249
+20% +$110K 0.03% 267
2023
Q1
$500K Buy
6,199
+43
+0.7% +$3.47K 0.02% 321
2022
Q4
$478K Sell
6,156
-937
-13% -$72.8K 0.02% 315
2022
Q3
$573K Sell
7,093
-3,258
-31% -$263K 0.03% 274
2022
Q2
$929K Buy
10,351
+1,296
+14% +$116K 0.05% 206
2022
Q1
$1.01M Sell
9,055
-1,087
-11% -$121K 0.05% 212
2021
Q4
$1.05M Sell
10,142
-438
-4% -$45.3K 0.05% 209
2021
Q3
$1.33M Sell
10,580
-144
-1% -$18K 0.08% 156
2021
Q2
$1.33M Sell
10,724
-615
-5% -$76.3K 0.08% 152
2021
Q1
$1.34M Sell
11,339
-2,278
-17% -$269K 0.11% 127
2020
Q4
$1.6M Buy
13,617
+361
+3% +$42.3K 0.12% 115
2020
Q3
$1.38M Sell
13,256
-440
-3% -$45.7K 0.12% 118
2020
Q2
$1.26M Buy
13,696
+1,690
+14% +$155K 0.12% 114
2020
Q1
$1.08M Buy
12,006
+2,434
+25% +$220K 0.12% 108
2019
Q4
$1.09M Buy
9,572
+7,328
+327% +$831K 0.12% 115
2019
Q3
$244K Buy
2,244
+147
+7% +$16K 0.03% 251
2019
Q2
$204K Buy
+2,097
New +$204K 0.03% 247
2015
Q4
Sell
-4,010
Closed -$268K 109
2015
Q3
$268K Buy
+4,010
New +$268K 0.06% 100