Forum Financial 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 | $1.77M | Buy |
20,359
+1,737
| +9% | +$151K | 0.03% | 136 |
|
|
2025
Q1 | $1.67M | Buy |
18,622
+5,880
| +46% | +$528K | 0.03% | 136 |
|
|
2024
Q4 | $1.02M | Sell |
12,742
-554
| -4% | -$44.3K | 0.02% | 208 |
|
|
2024
Q3 | $1.2M | Sell |
13,296
-460
| -3% | -$41.4K | 0.02% | 163 |
|
|
2024
Q2 | $1.08M | Sell |
13,756
-82
| -0.6% | -$6.45K | 0.02% | 162 |
|
|
2024
Q1 | $1.21M | Sell |
13,838
-1,886
| -12% | -$164K | 0.02% | 166 |
|
|
2023
Q4 | $1.3M | Sell |
15,724
-532
| -3% | -$43.8K | 0.02% | 136 |
|
|
2023
Q3 | $1.27M | Sell |
16,256
-520
| -3% | -$40.7K | 0.03% | 132 |
|
|
2023
Q2 | $1.48M | Buy |
16,776
+724
| +5% | +$63.8K | 0.03% | 113 |
|
|
2023
Q1 | $1.29M | Buy |
16,052
+3,690
| +30% | +$297K | 0.04% | 116 |
|
|
2022
Q4 | $961K | Buy |
12,362
+2,570
| +26% | +$200K | 0.03% | 139 |
|
|
2022
Q3 | $791K | Buy |
9,792
+297
| +3% | +$24K | 0.04% | 139 |
|
|
2022
Q2 | $852K | Buy |
9,495
+821
| +9% | +$73.7K | 0.04% | 139 |
|
|
2022
Q1 | $962K | Sell |
8,674
-909
| -9% | -$101K | 0.05% | 128 |
|
|
2021
Q4 | $991K | Buy |
+9,583
| New | +$991K | 0.05% | 132 |
|