FRG Family 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 | $623K | Sell |
7,143
-2,270
| -24% | -$198K | 0.11% | 99 |
|
|
2025
Q1 | $846K | Sell |
9,413
-700
| -7% | -$62.9K | 0.16% | 89 |
|
|
2024
Q4 | $808K | Sell |
10,113
-1,240
| -11% | -$99.1K | 0.15% | 91 |
|
|
2024
Q3 | $1.02M | Hold |
11,353
| – | – | 0.18% | 83 |
|
|
2024
Q2 | $917K | Sell |
11,353
-1,057
| -9% | -$85.4K | 0.18% | 84 |
|
|
2024
Q1 | $996K | Sell |
12,410
-3,865
| -24% | -$310K | 0.2% | 74 |
|
|
2023
Q4 | $1.34M | Sell |
16,275
-2,679
| -14% | -$221K | 0.27% | 58 |
|
|
2023
Q3 | $1.49M | Sell |
18,954
-259
| -1% | -$20.3K | 0.34% | 55 |
|
|
2023
Q2 | $1.69M | Sell |
19,213
-196
| -1% | -$17.3K | 0.37% | 49 |
|
|
2023
Q1 | $1.56M | Sell |
19,409
-2,554
| -12% | -$206K | 0.36% | 54 |
|
|
2022
Q4 | $1.71M | Sell |
21,963
-4,176
| -16% | -$325K | 0.41% | 47 |
|
|
2022
Q3 | $2.11M | Sell |
26,139
-3,717
| -12% | -$300K | 0.52% | 41 |
|
|
2022
Q2 | $2.68M | Hold |
29,856
| – | – | 0.62% | 40 |
|
|
2022
Q1 | $3.31M | Hold |
29,856
| – | – | 0.64% | 37 |
|
|
2021
Q4 | $3.09M | Sell |
29,856
-1,446
| -5% | -$150K | 0.58% | 39 |
|
|
2021
Q3 | $3.92M | Sell |
31,302
-978
| -3% | -$123K | 0.77% | 33 |
|
|
2021
Q2 | $4.01M | Hold |
32,280
| – | – | 0.76% | 33 |
|
|
2021
Q1 | $3.81M | Sell |
32,280
-217
| -0.7% | -$25.6K | 0.78% | 33 |
|
|
2020
Q4 | $3.81M | Sell |
32,497
-305
| -0.9% | -$35.7K | 0.83% | 34 |
|
|
2020
Q3 | $3.41M | Sell |
32,802
-2,108
| -6% | -$219K | 0.83% | 35 |
|
|
2020
Q2 | $3.2M | Buy |
34,910
+655
| +2% | +$60.1K | 0.84% | 33 |
|
|
2020
Q1 | $3.09M | Sell |
34,255
-1,050
| -3% | -$94.7K | 0.94% | 30 |
|
|
2019
Q4 | $4.01M | Sell |
35,305
-328
| -0.9% | -$37.2K | 0.97% | 31 |
|
|
2019
Q3 | $3.87M | Sell |
35,633
-866
| -2% | -$94.1K | 1% | 32 |
|
|
2019
Q2 | $3.56M | Buy |
36,499
+1,995
| +6% | +$194K | 0.94% | 36 |
|
|
2019
Q1 | $3.14M | Sell |
34,504
-494
| -1% | -$45K | 0.89% | 35 |
|
|
2018
Q4 | $3.18M | Buy |
34,998
+3,831
| +12% | +$348K | 1.04% | 28 |
|
|
2018
Q3 | $3.07M | Buy |
31,167
+5,244
| +20% | +$516K | 0.84% | 39 |
|
|
2018
Q2 | $2.22M | Buy |
25,923
+4,635
| +22% | +$397K | 0.66% | 48 |
|
|
2018
Q1 | $1.71M | Buy |
21,288
+379
| +2% | +$30.4K | 0.57% | 57 |
|
|
2017
Q4 | $1.69M | Buy |
20,909
+1,186
| +6% | +$95.7K | 0.55% | 55 |
|
|
2017
Q3 | $1.53M | Buy |
19,723
+1,340
| +7% | +$104K | 0.53% | 62 |
|
|
2017
Q2 | $1.63M | Sell |
18,383
-478
| -3% | -$42.4K | 0.6% | 58 |
|
|
2017
Q1 | $1.53M | Sell |
18,861
-664
| -3% | -$53.8K | 0.6% | 55 |
|
|
2016
Q4 | $1.39M | Hold |
19,525
| – | – | 0.58% | 60 |
|
|
2016
Q3 | $1.69M | Hold |
19,525
| – | – | 0.76% | 46 |
|
|
2016
Q2 | $1.69M | Sell |
19,525
-170
| -0.9% | -$14.7K | 0.77% | 47 |
|
|
2016
Q1 | $1.49M | Sell |
19,695
-1,992
| -9% | -$150K | 0.72% | 47 |
|
|
2015
Q4 | $1.67M | Buy |
+21,687
| New | +$1.67M | 0.81% | 45 |
|