Geneos 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 | $5.91M | Sell |
67,809
-52,617
| -44% | -$4.59M | 0.14% | 172 |
|
|
2025
Q1 | $10.8M | Buy |
120,426
+58,168
| +93% | +$5.23M | 0.16% | 159 |
|
|
2024
Q4 | $4.97M | Buy |
62,258
+4,224
| +7% | +$337K | 0.17% | 134 |
|
|
2024
Q3 | $5.22M | Buy |
58,034
+11,570
| +25% | +$1.04M | 0.2% | 118 |
|
|
2024
Q2 | $3.66M | Sell |
46,464
-12,096
| -21% | -$952K | 0.16% | 142 |
|
|
2024
Q1 | $5.1M | Sell |
58,560
-974
| -2% | -$84.9K | 0.23% | 109 |
|
|
2023
Q4 | $4.9M | Sell |
59,534
-17,131
| -22% | -$1.41M | 0.24% | 103 |
|
|
2023
Q3 | $6.01M | Buy |
76,665
+2,336
| +3% | +$183K | 0.31% | 74 |
|
|
2023
Q2 | $6.55M | Buy |
74,329
+13,435
| +22% | +$1.18M | 0.34% | 64 |
|
|
2023
Q1 | $4.91M | Buy |
60,894
+54,221
| +813% | +$4.37M | 0.3% | 83 |
|
|
2022
Q4 | $519K | Buy |
6,673
+667
| +11% | +$51.8K | 0.03% | 417 |
|
|
2022
Q3 | $485K | Sell |
6,006
-3,055
| -34% | -$247K | 0.03% | 407 |
|
|
2022
Q2 | $827K | Buy |
9,061
+154
| +2% | +$14.1K | 0.04% | 373 |
|
|
2022
Q1 | $988K | Sell |
8,907
-2,613
| -23% | -$290K | 0.04% | 358 |
|
|
2021
Q4 | $1.19M | Sell |
11,520
-236
| -2% | -$24.4K | 0.05% | 352 |
|
|
2021
Q3 | $1.5M | Buy |
11,756
+191
| +2% | +$24.3K | 0.06% | 299 |
|
|
2021
Q2 | $1.47M | Sell |
11,565
-15,704
| -58% | -$1.99M | 0.06% | 284 |
|
|
2021
Q1 | $3.57M | Sell |
27,269
-6
| -0% | -$786 | 0.1% | 210 |
|
|
2020
Q4 | $2.31M | Buy |
27,275
+11,443
| +72% | +$968K | 0.09% | 213 |
|
|
2020
Q3 | $1.63M | Buy |
15,832
+1,133
| +8% | +$117K | 0.08% | 224 |
|
|
2020
Q2 | $1.3M | Buy |
14,699
+2,187
| +17% | +$194K | 0.07% | 247 |
|
|
2020
Q1 | $1.12M | Sell |
12,512
-88
| -0.7% | -$7.91K | 0.08% | 235 |
|
|
2019
Q4 | $1.43M | Sell |
12,600
-182
| -1% | -$20.6K | 0.08% | 249 |
|
|
2019
Q3 | $1.37M | Sell |
12,782
-158
| -1% | -$16.9K | 0.08% | 229 |
|
|
2019
Q2 | $1.26M | Sell |
12,940
-958
| -7% | -$93.3K | 0.08% | 234 |
|
|
2019
Q1 | $1.27M | Buy |
13,898
+653
| +5% | +$59.4K | 0.08% | 236 |
|
|
2018
Q4 | $1.18M | Buy |
13,245
+17
| +0.1% | +$1.52K | 0.09% | 226 |
|
|
2018
Q3 | $1.3M | Buy |
13,228
+3,765
| +40% | +$370K | 0.09% | 224 |
|
|
2018
Q2 | $810K | Sell |
9,463
-385
| -4% | -$33K | 0.06% | 257 |
|
|
2018
Q1 | $790K | Buy |
9,848
+3
| +0% | +$241 | 0.07% | 244 |
|
|
2017
Q4 | $795K | Sell |
9,845
-588
| -6% | -$47.5K | 0.07% | 245 |
|
|
2017
Q3 | $811K | Sell |
10,433
-1,080
| -9% | -$84K | 0.08% | 227 |
|
|
2017
Q2 | $1.02M | Buy |
11,513
+138
| +1% | +$12.2K | 0.1% | 186 |
|
|
2017
Q1 | $916K | Buy |
11,375
+23
| +0.2% | +$1.85K | 0.1% | 185 |
|
|
2016
Q4 | $808K | Buy |
11,352
+505
| +5% | +$35.9K | 0.11% | 186 |
|
|
2016
Q3 | $937K | Buy |
10,847
+843
| +8% | +$72.8K | 0.13% | 168 |
|
|
2016
Q2 | $870K | Sell |
10,004
-205
| -2% | -$17.8K | 0.13% | 166 |
|
|
2016
Q1 | $769K | Buy |
+10,209
| New | +$769K | 0.12% | 173 |
|