Gladstone Institutional Advisory’s Medtronic MDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.77M	Sell	20,377 -862	-4%	-$82.6K	0.07%	282
2025 Q4	$2.04M	Buy	21,239 +379	+2%	+$36.8K	0.08%	250
2025 Q3	$1.99M	Buy	20,860 +248	+1%	+$22.8K	0.08%	248
2025 Q2	$1.8M	Buy	20,612 +154	+0.8%	+$13.1K	0.07%	253
2025 Q1	$1.84M	Sell	20,458 -2,737	-12%	-$245K	0.09%	240
2024 Q4	$1.85M	Sell	23,195 -3,846	-14%	-$333K	0.09%	234
2024 Q3	$2.43M	Sell	27,041 -20,663	-43%	-$1.74M	0.12%	194
2024 Q2	$3.75M	Buy	47,704 +2,405	+5%	+$197K	0.2%	141
2024 Q1	$3.95M	Buy	45,299 +16,093	+55%	+$1.37M	0.22%	127
2023 Q4	$2.41M	Sell	29,206 -144	-0.5%	-$11K	0.13%	187
2023 Q3	$2.3M	Sell	29,350 -6,121	-17%	-$512K	0.15%	174
2023 Q2	$3.12M	Buy	35,471 +8,384	+31%	+$722K	0.19%	135
2023 Q1	$2.18M	Buy	27,087 +4,243	+19%	+$346K	0.14%	183
2022 Q4	$1.78M	Sell	22,844 -3,352	-13%	-$272K	0.13%	198
2022 Q3	$2.12M	Sell	26,196 -457	-2%	-$41.1K	0.17%	158
2022 Q2	$2.39M	Sell	26,653 -1,575	-6%	-$160K	0.19%	139
2022 Q1	$3.13M	Sell	28,228 -15,744	-36%	-$1.66M	0.21%	123
2021 Q4	$4.55M	Buy	43,972 +11,862	+37%	+$1.37M	0.35%	79
2021 Q3	$4.03M	Buy	32,110 +21,780	+211%	+$2.82M	0.39%	70
2021 Q2	$1.28M	Buy	10,330 +6,691	+184%	+$840K	0.15%	158
2021 Q1	$430K	Buy	+3,639	New	+$426K	0.07%	256
2020 Q2	–	Sell	-4,245	Closed	-$383K	–	279
2020 Q1	$383K	Buy	4,245 +1,046	+33%	+$111K	0.1%	162
2019 Q4	$363K	Sell	3,199 -831	-21%	-$91.2K	0.09%	169
2019 Q3	$438K	Buy	4,030 +93	+2%	+$9.7K	0.11%	162
2019 Q2	$383K	Buy	+3,937	New	+$359K	0.12%	173