Heritage 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 | $193 | Hold |
2
| – | – | ﹤0.01% | 554 |
|
|
2025
Q1 | $199 | Sell |
2
-2
| -50% | -$199 | ﹤0.01% | 559 |
|
|
2024
Q4 | $297 | Buy |
4
+1
| +33% | +$74 | ﹤0.01% | 606 |
|
|
2024
Q3 | $244 | Sell |
3
-198
| -99% | -$16.1K | ﹤0.01% | 601 |
|
|
2024
Q2 | $15.8K | Sell |
201
-500,024
| -100% | -$39.3M | ﹤0.01% | 393 |
|
|
2024
Q1 | $43.6M | Buy |
500,225
+26,284
| +6% | +$2.29M | 1.99% | 19 |
|
|
2023
Q4 | $39M | Sell |
473,941
-13,734
| -3% | -$1.13M | 1.94% | 18 |
|
|
2023
Q3 | $38.2M | Buy |
487,675
+26,427
| +6% | +$2.07M | 2.08% | 18 |
|
|
2023
Q2 | $40.6M | Buy |
461,248
+11,302
| +3% | +$996K | 2.15% | 17 |
|
|
2023
Q1 | $36.3M | Buy |
449,946
+149,718
| +50% | +$12.1M | 2.02% | 17 |
|
|
2022
Q4 | $23.3M | Buy |
300,228
+12,756
| +4% | +$991K | 1.35% | 28 |
|
|
2022
Q3 | $23.2M | Buy |
287,472
+24,709
| +9% | +$2M | 1.68% | 22 |
|
|
2022
Q2 | $23.6M | Buy |
262,763
+87,477
| +50% | +$7.85M | 1.64% | 22 |
|
|
2022
Q1 | $19.4M | Buy |
175,286
+26,953
| +18% | +$2.99M | 1.08% | 23 |
|
|
2021
Q4 | $15.3M | Buy |
148,333
+15,159
| +11% | +$1.57M | 0.84% | 30 |
|
|
2021
Q3 | $16.7M | Buy |
133,174
+5,731
| +4% | +$718K | 1.02% | 22 |
|
|
2021
Q2 | $15.8M | Buy |
127,443
+13,357
| +12% | +$1.66M | 0.97% | 23 |
|
|
2021
Q1 | $13.5M | Buy |
114,086
+17,976
| +19% | +$2.12M | 0.81% | 24 |
|
|
2020
Q4 | $11.3M | Buy |
96,110
+1,201
| +1% | +$141K | 0.7% | 24 |
|
|
2020
Q3 | $9.86M | Buy |
94,909
+5,136
| +6% | +$534K | 1.27% | 22 |
|
|
2020
Q2 | $8.23M | Buy |
89,773
+34,608
| +63% | +$3.17M | 1.15% | 24 |
|
|
2020
Q1 | $4.97M | Buy |
55,165
+20,595
| +60% | +$1.86M | 0.89% | 21 |
|
|
2019
Q4 | $3.92M | Buy |
34,570
+6,224
| +22% | +$706K | 0.52% | 29 |
|
|
2019
Q3 | $3.08M | Buy |
28,346
+4,110
| +17% | +$446K | 0.45% | 30 |
|
|
2019
Q2 | $2.36M | Buy |
24,236
+23,465
| +3,043% | +$2.29M | 0.36% | 34 |
|
|
2019
Q1 | $70.2K | Hold |
771
| – | – | 0.01% | 203 |
|
|
2018
Q4 | $70K | Buy |
771
+102
| +15% | +$9.26K | 0.01% | 176 |
|
|
2018
Q3 | $65K | Buy |
+669
| New | +$65K | 0.01% | 178 |
|