Evermay 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 | $157K | Hold |
1,785
| – | – | 0.02% | 218 |
|
|
2025
Q1 | $162K | Hold |
1,785
| – | – | 0.02% | 212 |
|
|
2024
Q4 | $144K | Sell |
1,785
-28
| -2% | -$2.25K | 0.02% | 220 |
|
|
2024
Q3 | $164K | Sell |
1,813
-1,328
| -42% | -$120K | 0.03% | 215 |
|
|
2024
Q2 | $249K | Buy |
3,141
+80
| +3% | +$6.35K | 0.04% | 176 |
|
|
2024
Q1 | $269K | Buy |
3,061
+87
| +3% | +$7.64K | 0.04% | 174 |
|
|
2023
Q4 | $247K | Sell |
2,974
-127
| -4% | -$10.5K | 0.05% | 163 |
|
|
2023
Q3 | $245K | Sell |
3,101
-50
| -2% | -$3.95K | 0.05% | 150 |
|
|
2023
Q2 | $280K | Hold |
3,151
| – | – | 0.05% | 144 |
|
|
2023
Q1 | $256K | Hold |
3,151
| – | – | 0.05% | 149 |
|
|
2022
Q4 | $247K | Sell |
3,151
-1,921
| -38% | -$151K | 0.05% | 145 |
|
|
2022
Q3 | $413K | Sell |
5,072
-82
| -2% | -$6.68K | 0.08% | 106 |
|
|
2022
Q2 | $466K | Sell |
5,154
-224
| -4% | -$20.3K | 0.09% | 93 |
|
|
2022
Q1 | $597K | Buy |
5,378
+175
| +3% | +$19.4K | 0.1% | 93 |
|
|
2021
Q4 | $538K | Sell |
5,203
-53
| -1% | -$5.48K | 0.1% | 90 |
|
|
2021
Q3 | $659K | Sell |
5,256
-97
| -2% | -$12.2K | 0.13% | 62 |
|
|
2021
Q2 | $664K | Hold |
5,353
| – | – | 0.12% | 73 |
|
|
2021
Q1 | $632K | Sell |
5,353
-106
| -2% | -$12.5K | 0.13% | 73 |
|
|
2020
Q4 | $639K | Sell |
5,459
-794
| -13% | -$92.9K | 0.14% | 68 |
|
|
2020
Q3 | $650K | Buy |
6,253
+815
| +15% | +$84.7K | 0.16% | 69 |
|
|
2020
Q2 | $499K | Buy |
5,438
+610
| +13% | +$56K | 0.13% | 77 |
|
|
2020
Q1 | $435K | Buy |
4,828
+525
| +12% | +$47.3K | 0.13% | 78 |
|
|
2019
Q4 | $488K | Buy |
4,303
+325
| +8% | +$36.9K | 0.12% | 90 |
|
|
2019
Q3 | $432K | Hold |
3,978
| – | – | 0.12% | 89 |
|
|
2019
Q2 | $387K | Sell |
3,978
-554
| -12% | -$53.9K | 0.11% | 98 |
|
|
2019
Q1 | $413K | Buy |
4,532
+1,211
| +36% | +$110K | 0.12% | 85 |
|
|
2018
Q4 | $302K | Buy |
3,321
+848
| +34% | +$77.1K | 0.1% | 99 |
|
|
2018
Q3 | $243K | Hold |
2,473
| – | – | 0.08% | 125 |
|
|
2018
Q2 | $212K | Buy |
+2,473
| New | +$212K | 0.07% | 128 |
|