EFS
Essex Financial Services’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
14,049
-1,626
| -10% | -$142K | 0.08% | 219 |
|
|
2025
Q1 | $1.41M | Buy |
15,675
+3,350
| +27% | +$301K | 0.1% | 180 |
|
|
2024
Q4 | $985K | Sell |
12,325
-312
| -2% | -$24.9K | 0.07% | 237 |
|
|
2024
Q3 | $1.15M | Sell |
12,637
-1,403
| -10% | -$128K | 0.08% | 210 |
|
|
2024
Q2 | $1.15M | Buy |
14,040
+2,231
| +19% | +$183K | 0.09% | 211 |
|
|
2024
Q1 | $1.03M | Sell |
11,809
-463
| -4% | -$40.4K | 0.09% | 203 |
|
|
2023
Q4 | $1.01M | Sell |
12,272
-3,371
| -22% | -$278K | 0.1% | 186 |
|
|
2023
Q3 | $1.23M | Buy |
15,643
+2,001
| +15% | +$157K | 0.14% | 148 |
|
|
2023
Q2 | $1.2M | Buy |
13,642
+182
| +1% | +$16K | 0.14% | 153 |
|
|
2023
Q1 | $1.09M | Buy |
13,460
+929
| +7% | +$74.9K | 0.11% | 170 |
|
|
2022
Q4 | $973K | Sell |
12,531
-432
| -3% | -$33.5K | 0.1% | 187 |
|
|
2022
Q3 | $1.05M | Buy |
12,963
+31
| +0.2% | +$2.5K | 0.12% | 152 |
|
|
2022
Q2 | $1.16M | Sell |
12,932
-279
| -2% | -$25K | 0.13% | 154 |
|
|
2022
Q1 | $1.47M | Sell |
13,211
-337
| -2% | -$37.4K | 0.14% | 152 |
|
|
2021
Q4 | $1.4M | Buy |
13,548
+7
| +0.1% | +$724 | 0.14% | 158 |
|
|
2021
Q3 | $1.7M | Buy |
13,541
+2,540
| +23% | +$318K | 0.19% | 123 |
|
|
2021
Q2 | $1.3M | Hold |
11,001
| – | – | 0.19% | 116 |
|
|
2021
Q1 | $1.3M | Sell |
11,001
-3,538
| -24% | -$418K | 0.23% | 101 |
|
|
2020
Q4 | $1.7M | Sell |
14,539
-1,810
| -11% | -$212K | 0.34% | 71 |
|
|
2020
Q3 | $1.7M | Buy |
16,349
+404
| +3% | +$42K | 0.42% | 57 |
|
|
2020
Q2 | $1.46M | Buy |
15,945
+439
| +3% | +$40.3K | 0.45% | 58 |
|
|
2020
Q1 | $1.4M | Sell |
15,506
-93
| -0.6% | -$8.39K | 0.5% | 51 |
|
|
2019
Q4 | $1.77M | Buy |
15,599
+1,356
| +10% | +$154K | 0.49% | 60 |
|
|
2019
Q3 | $1.55M | Sell |
14,243
-211
| -1% | -$22.9K | 0.5% | 60 |
|
|
2019
Q2 | $1.41M | Sell |
14,454
-1,006
| -7% | -$98K | 0.42% | 65 |
|
|
2019
Q1 | $1.41M | Sell |
15,460
-2,162
| -12% | -$197K | 0.43% | 63 |
|
|
2018
Q4 | $1.6M | Sell |
17,622
-1,723
| -9% | -$157K | 0.49% | 56 |
|
|
2018
Q3 | $1.9M | Buy |
19,345
+64
| +0.3% | +$6.3K | 0.42% | 69 |
|
|
2018
Q2 | $1.65M | Buy |
19,281
+487
| +3% | +$41.7K | 0.4% | 67 |
|
|
2018
Q1 | $1.51M | Sell |
18,794
-722
| -4% | -$57.9K | 0.3% | 96 |
|
|
2017
Q4 | $1.58M | Sell |
19,516
-736
| -4% | -$59.4K | 0.37% | 69 |
|
|
2017
Q3 | $1.58M | Buy |
20,252
+13,785
| +213% | +$1.07M | 0.39% | 69 |
|
|
2017
Q2 | $503K | Sell |
6,467
-8,264
| -56% | -$643K | 0.11% | 189 |
|
|
2017
Q1 | $1.19M | Sell |
14,731
-2,125
| -13% | -$171K | 0.27% | 93 |
|
|
2016
Q4 | $1.2M | Sell |
16,856
-3,345
| -17% | -$238K | 0.26% | 95 |
|
|
2016
Q3 | $1.75M | Sell |
20,201
-683
| -3% | -$59K | 0.42% | 65 |
|
|
2016
Q2 | $1.81M | Buy |
20,884
+108
| +0.5% | +$9.37K | 0.44% | 62 |
|
|
2016
Q1 | $1.56M | Sell |
20,776
-104
| -0.5% | -$7.8K | 0.39% | 67 |
|
|
2015
Q4 | $1.61M | Sell |
20,880
-1,417
| -6% | -$109K | 0.39% | 68 |
|
|
2015
Q3 | $1.49M | Buy |
22,297
+232
| +1% | +$15.5K | 0.39% | 67 |
|
|
2015
Q2 | $1.64M | Buy |
+22,065
| New | +$1.64M | 0.42% | 64 |
|
|
2015
Q1 | – | Sell |
-17,795
| Closed | -$1.29M | – | 333 |
|
|
2014
Q4 | $1.29M | Buy |
17,795
+2,938
| +20% | +$212K | 0.33% | 76 |
|
|
2014
Q3 | $920K | Buy |
14,857
+900
| +6% | +$55.7K | 0.28% | 89 |
|
|
2014
Q2 | $890K | Sell |
13,957
-539
| -4% | -$34.4K | 0.27% | 91 |
|
|
2014
Q1 | $892K | Buy |
14,496
+16
| +0.1% | +$985 | 0.29% | 81 |
|
|
2013
Q4 | $831K | Sell |
14,480
-300
| -2% | -$17.2K | 0.28% | 90 |
|
|
2013
Q3 | $787 | Buy |
14,780
+3,125
| +27% | +$166 | 0.25% | 88 |
|
|
2013
Q2 | $600K | Buy |
+11,655
| New | +$600K | 0.21% | 111 |
|