First Personal Financial Services’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $140K | Sell |
1,553
-157
| -9% | -$13.2K | 0.03% | 142 |
|
|
2024
Q2 | $135K | Sell |
1,710
-333
| -16% | -$27.3K | 0.03% | 139 |
|
|
2024
Q1 | $178K | Sell |
2,043
-175
| -8% | -$14.9K | 0.04% | 121 |
|
|
2023
Q4 | $183K | Hold |
2,218
| – | – | 0.04% | 119 |
|
|
2023
Q3 | $174K | Sell |
2,218
-170
| -7% | -$14.2K | 0.05% | 116 |
|
|
2023
Q2 | $210K | Hold |
2,388
| – | – | 0.05% | 109 |
|
|
2023
Q1 | $193K | Sell |
2,388
-724
| -23% | -$59K | 0.05% | 113 |
|
|
2022
Q4 | $242K | Hold |
3,112
| – | – | 0.07% | 105 |
|
|
2022
Q3 | $251K | Buy |
3,112
+443
| +17% | +$39.8K | 0.07% | 105 |
|
|
2022
Q2 | $240K | Hold |
2,669
| – | – | 0.07% | 100 |
|
|
2022
Q1 | $296K | Sell |
2,669
-237
| -8% | -$25K | 0.07% | 103 |
|
|
2021
Q4 | $301K | Buy |
2,906
+175
| +6% | +$20.3K | 0.07% | 105 |
|
|
2021
Q3 | $342K | Hold |
2,731
| – | – | 0.09% | 98 |
|
|
2021
Q2 | $339K | Buy |
2,731
+206
| +8% | +$25.9K | 0.09% | 99 |
|
|
2021
Q1 | $299K | Sell |
2,525
-200
| -7% | -$23.4K | 0.08% | 102 |
|
|
2020
Q4 | $319K | Sell |
2,725
-152
| -5% | -$16.7K | 0.09% | 94 |
|
|
2020
Q3 | $299K | Sell |
2,877
-152
| -5% | -$15.3K | 0.1% | 93 |
|
|
2020
Q2 | $277K | Hold |
3,029
| – | – | 0.09% | 93 |
|
|
2020
Q1 | $273K | Sell |
3,029
-495
| -14% | -$52.7K | 0.11% | 92 |
|
|
2019
Q4 | $400K | Sell |
3,524
-1,184
| -25% | -$130K | 0.13% | 91 |
|
|
2019
Q3 | $512K | Sell |
4,708
-850
| -15% | -$88.7K | 0.16% | 87 |
|
|
2019
Q2 | $541K | Sell |
5,558
-488
| -8% | -$44.6K | 0.15% | 112 |
|
|
2019
Q1 | $551K | Sell |
6,046
-100
| -2% | -$8.95K | 0.17% | 111 |
|
|
2018
Q4 | $559K | Buy |
6,146
+80
| +1% | +$7.48K | 0.19% | 102 |
|
|
2018
Q3 | $597K | Sell |
6,066
-61
| -1% | -$5.64K | 0.19% | 106 |
|
|
2018
Q2 | $524K | Sell |
6,127
-71,859
| -92% | -$6M | 0.18% | 112 |
|
|
2018
Q1 | $6.26M | Sell |
77,986
-2,813
| -3% | -$232K | 1.37% | 17 |
|
|
2017
Q4 | $6.52M | Sell |
80,799
-668
| -0.8% | -$53.5K | 1.27% | 19 |
|
|
2017
Q3 | $6.34M | Sell |
81,467
-118
| -0.1% | -$9.8K | 1.34% | 20 |
|
|
2017
Q2 | $7.24M | Sell |
81,585
-1,322
| -2% | -$111K | 1.59% | 12 |
|
|
2017
Q1 | $6.68M | Sell |
82,907
-764
| -0.9% | -$59.7K | 1.6% | 10 |
|
|
2016
Q4 | $5.96M | Buy |
83,671
+4,973
| +6% | +$391K | 1.57% | 10 |
|
|
2016
Q3 | $6.8M | Buy |
78,698
+12,476
| +19% | +$1.09M | 1.98% | 6 |
|
|
2016
Q2 | $5.75M | Buy |
66,222
+55,048
| +493% | +$4.45M | 1.96% | 5 |
|
|
2016
Q1 | $838K | Sell |
11,174
-677
| -6% | -$51K | 0.41% | 64 |
|
|
2015
Q4 | $911K | Sell |
11,851
-438
| -4% | -$33K | 0.51% | 61 |
|
|
2015
Q3 | $824K | Sell |
12,289
-462
| -4% | -$34K | 0.5% | 64 |
|
|
2015
Q2 | $946K | Sell |
12,751
-1,004
| -7% | -$76.7K | 0.57% | 61 |
|
|
2015
Q1 | $1.07M | Buy |
13,755
+4,799
| +54% | +$364K | 0.65% | 56 |
|
|
2014
Q4 | $646K | Buy |
+8,956
| New | +$622K | 0.38% | 76 |
|
Other funds holding MDT
First Personal Financial Services's MDT Position: Q3 2024 in Review
First Personal Financial Services reduced its Medtronic (MDT) stake by 9.2% in Q3 2024, selling an estimated $13.2K and leaving 1,553 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #142.
First Personal Financial Services first reported a position in MDT in Q4 2014 and has held it in 40 quarters since. The position peaked at $7.24M in Q2 2017. 2,063 funds tracked by Wall St. Rank hold MDT as of Q3 2024.
- First Personal Financial Services held 1,553 shares of Medtronic worth $140K as of Q3 2024.
- First Personal Financial Services sold 157 Medtronic shares in Q3 2024, an estimated $13.2K.
- Medtronic made up 0.03% of First Personal Financial Services's portfolio in Q3 2024, its #142 holding.
- First Personal Financial Services first reported a position in Medtronic in Q4 2014 and has held it in 40 quarters since.
- First Personal Financial Services's Medtronic position peaked at $7.24M in Q2 2017.
- 2,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.