Forvis Mazars Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
3,293
-169
| -5% | -$14.7K | 0.01% | 354 |
|
|
2025
Q1 | $311K | Buy |
3,462
+255
| +8% | +$22.9K | 0.01% | 346 |
|
|
2024
Q4 | $256K | Buy |
3,207
+624
| +24% | +$49.8K | 0.01% | 390 |
|
|
2024
Q3 | $233K | Buy |
2,583
+30
| +1% | +$2.7K | 0.01% | 411 |
|
|
2024
Q2 | $201K | Sell |
2,553
-108
| -4% | -$8.5K | 0.01% | 393 |
|
|
2024
Q1 | $232K | Buy |
2,661
+166
| +7% | +$14.5K | 0.01% | 375 |
|
|
2023
Q4 | $206K | Sell |
2,495
-201
| -7% | -$16.6K | 0.01% | 373 |
|
|
2023
Q3 | $211K | Sell |
2,696
-559
| -17% | -$43.8K | 0.01% | 370 |
|
|
2023
Q2 | $287K | Buy |
3,255
+53
| +2% | +$4.67K | 0.01% | 364 |
|
|
2023
Q1 | $258K | Sell |
3,202
-47
| -1% | -$3.79K | 0.01% | 360 |
|
|
2022
Q4 | $253K | Buy |
3,249
+29
| +0.9% | +$2.25K | 0.01% | 351 |
|
|
2022
Q3 | $260K | Sell |
3,220
-404
| -11% | -$32.6K | 0.01% | 340 |
|
|
2022
Q2 | $325K | Buy |
3,624
+1,166
| +47% | +$105K | 0.01% | 311 |
|
|
2022
Q1 | $273K | Buy |
+2,458
| New | +$273K | 0.01% | 253 |
|
|
2021
Q2 | – | Sell |
-2,476
| Closed | -$292K | – | 273 |
|
|
2021
Q1 | $292K | Sell |
2,476
-12,051
| -83% | -$1.42M | 0.01% | 227 |
|
|
2020
Q4 | $1.7M | Buy |
14,527
+1,389
| +11% | +$163K | 0.09% | 109 |
|
|
2020
Q3 | $1.37M | Buy |
13,138
+273
| +2% | +$28.4K | 0.08% | 113 |
|
|
2020
Q2 | $1.18M | Buy |
12,865
+2,550
| +25% | +$234K | 0.08% | 119 |
|
|
2020
Q1 | $930K | Sell |
10,315
-1,091
| -10% | -$98.4K | 0.08% | 114 |
|
|
2019
Q4 | $1.29M | Buy |
11,406
+991
| +10% | +$112K | 0.09% | 110 |
|
|
2019
Q3 | $1.13M | Buy |
10,415
+84
| +0.8% | +$9.12K | 0.09% | 110 |
|
|
2019
Q2 | $1.01M | Sell |
10,331
-598
| -5% | -$58.2K | 0.08% | 112 |
|
|
2019
Q1 | $995K | Buy |
10,929
+2,344
| +27% | +$213K | 0.08% | 112 |
|
|
2018
Q4 | $781K | Sell |
8,585
-1,319
| -13% | -$120K | 0.08% | 105 |
|
|
2018
Q3 | $974K | Sell |
9,904
-1,544
| -13% | -$152K | 0.09% | 103 |
|
|
2018
Q2 | $980K | Buy |
11,448
+132
| +1% | +$11.3K | 0.1% | 103 |
|
|
2018
Q1 | $908K | Buy |
11,316
+491
| +5% | +$39.4K | 0.09% | 105 |
|
|
2017
Q4 | $874K | Buy |
10,825
+613
| +6% | +$49.5K | 0.09% | 107 |
|
|
2017
Q3 | $794K | Buy |
10,212
+1,132
| +12% | +$88K | 0.09% | 102 |
|
|
2017
Q2 | $806K | Buy |
9,080
+2,227
| +32% | +$198K | 0.09% | 105 |
|
|
2017
Q1 | $552K | Buy |
+6,853
| New | +$552K | 0.07% | 117 |
|
|
2015
Q3 | – | Sell |
-3,147
| Closed | -$233K | – | 193 |
|
|
2015
Q2 | $233K | Buy |
+3,147
| New | +$233K | 0.03% | 165 |
|
|
2015
Q1 | – | Sell |
-3,625
| Closed | -$262K | – | 189 |
|
|
2014
Q4 | $262K | Buy |
+3,625
| New | +$262K | 0.04% | 135 |
|