EWM
Evercore Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
27,079
+1,558
| +6% | +$136K | 0.04% | 144 |
|
|
2025
Q1 | $2.29M | Sell |
25,521
-930
| -4% | -$83.6K | 0.04% | 145 |
|
|
2024
Q4 | $2.11M | Sell |
26,451
-410
| -2% | -$32.8K | 0.03% | 151 |
|
|
2024
Q3 | $2.42M | Buy |
26,861
+160
| +0.6% | +$14.4K | 0.04% | 145 |
|
|
2024
Q2 | $2.1M | Buy |
26,701
+285
| +1% | +$22.4K | 0.03% | 155 |
|
|
2024
Q1 | $2.3M | Sell |
26,416
-153
| -0.6% | -$13.3K | 0.04% | 153 |
|
|
2023
Q4 | $2.19M | Sell |
26,569
-1,159
| -4% | -$95.5K | 0.04% | 156 |
|
|
2023
Q3 | $2.17M | Sell |
27,728
-4,442
| -14% | -$348K | 0.04% | 146 |
|
|
2023
Q2 | $2.83M | Buy |
32,170
+654
| +2% | +$57.6K | 0.05% | 132 |
|
|
2023
Q1 | $2.54M | Buy |
31,516
+302
| +1% | +$24.3K | 0.05% | 137 |
|
|
2022
Q4 | $2.43M | Sell |
31,214
-2,968
| -9% | -$231K | 0.05% | 140 |
|
|
2022
Q3 | $2.76M | Buy |
34,182
+735
| +2% | +$59.3K | 0.06% | 122 |
|
|
2022
Q2 | $3M | Sell |
33,447
-557
| -2% | -$50K | 0.06% | 121 |
|
|
2022
Q1 | $3.77M | Sell |
34,004
-2,574
| -7% | -$286K | 0.07% | 120 |
|
|
2021
Q4 | $3.78M | Buy |
36,578
+1,155
| +3% | +$119K | 0.06% | 121 |
|
|
2021
Q3 | $4.44M | Hold |
35,423
| – | – | 0.08% | 112 |
|
|
2021
Q2 | $4.4M | Sell |
35,423
-470
| -1% | -$58.3K | 0.08% | 114 |
|
|
2021
Q1 | $4.24M | Buy |
35,893
+1,129
| +3% | +$133K | 0.08% | 113 |
|
|
2020
Q4 | $4.07M | Sell |
34,764
-2,040
| -6% | -$239K | 0.09% | 105 |
|
|
2020
Q3 | $3.82M | Sell |
36,804
-1,416
| -4% | -$147K | 0.09% | 102 |
|
|
2020
Q2 | $3.51M | Sell |
38,220
-1,786
| -4% | -$164K | 0.09% | 97 |
|
|
2020
Q1 | $3.61M | Buy |
40,006
+896
| +2% | +$80.8K | 0.12% | 90 |
|
|
2019
Q4 | $4.44M | Buy |
39,110
+731
| +2% | +$82.9K | 0.12% | 97 |
|
|
2019
Q3 | $4.17M | Buy |
38,379
+2,890
| +8% | +$314K | 0.12% | 101 |
|
|
2019
Q2 | $3.46M | Buy |
35,489
+2,720
| +8% | +$265K | 0.11% | 110 |
|
|
2019
Q1 | $2.98M | Sell |
32,769
-1,572
| -5% | -$143K | 0.1% | 114 |
|
|
2018
Q4 | $3.12M | Sell |
34,341
-211
| -0.6% | -$19.2K | 0.12% | 100 |
|
|
2018
Q3 | $3.4M | Sell |
34,552
-4,009
| -10% | -$394K | 0.11% | 106 |
|
|
2018
Q2 | $3.3M | Buy |
38,561
+8,246
| +27% | +$706K | 0.11% | 108 |
|
|
2018
Q1 | $2.43M | Sell |
30,315
-2,832
| -9% | -$227K | 0.09% | 118 |
|
|
2017
Q4 | $2.68M | Sell |
33,147
-802
| -2% | -$64.8K | 0.1% | 116 |
|
|
2017
Q3 | $2.64M | Buy |
33,949
+15,812
| +87% | +$1.23M | 0.1% | 115 |
|
|
2017
Q2 | $1.61M | Sell |
18,137
-8,255
| -31% | -$733K | 0.06% | 153 |
|
|
2017
Q1 | $2.13M | Buy |
26,392
+5,026
| +24% | +$405K | 0.08% | 129 |
|
|
2016
Q4 | $1.52M | Buy |
21,366
+11,214
| +110% | +$799K | 0.06% | 149 |
|
|
2016
Q3 | $877K | Buy |
10,152
+1,943
| +24% | +$168K | 0.04% | 192 |
|
|
2016
Q2 | $712K | Sell |
8,209
-1,023
| -11% | -$88.7K | 0.03% | 202 |
|
|
2016
Q1 | $692K | Sell |
9,232
-4,195
| -31% | -$314K | 0.03% | 206 |
|
|
2015
Q4 | $1.03M | Sell |
13,427
-1,168
| -8% | -$89.8K | 0.05% | 179 |
|
|
2015
Q3 | $977K | Sell |
14,595
-8,167
| -36% | -$547K | 0.05% | 182 |
|
|
2015
Q2 | $1.68M | Sell |
22,762
-8,616
| -27% | -$637K | 0.08% | 153 |
|
|
2015
Q1 | $2.45M | Buy |
31,378
+7,040
| +29% | +$549K | 0.11% | 124 |
|
|
2014
Q4 | $1.76M | Sell |
24,338
-3,320
| -12% | -$240K | 0.09% | 130 |
|
|
2014
Q3 | $1.71M | Buy |
27,658
+4,207
| +18% | +$260K | 0.09% | 149 |
|
|
2014
Q2 | $1.5M | Sell |
23,451
-4,376
| -16% | -$279K | 0.08% | 154 |
|
|
2014
Q1 | $1.71M | Sell |
27,827
-1,278
| -4% | -$78.7K | 0.1% | 142 |
|
|
2013
Q4 | $1.67M | Sell |
29,105
-2,769
| -9% | -$159K | 0.09% | 148 |
|
|
2013
Q3 | $1.7M | Sell |
31,874
-2,036
| -6% | -$108K | 0.1% | 170 |
|
|
2013
Q2 | $1.75M | Buy |
+33,910
| New | +$1.75M | 0.1% | 165 |
|