HHM 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 | $311K | Sell |
3,569
-26
| -0.7% | -$2.27K | 0.04% | 158 |
|
|
2025
Q1 | $323K | Buy |
3,595
+571
| +19% | +$51.3K | 0.04% | 139 |
|
|
2024
Q4 | $242K | Sell |
3,024
-317
| -9% | -$25.3K | 0.03% | 168 |
|
|
2024
Q3 | $301K | Buy |
3,341
+25
| +0.8% | +$2.25K | 0.04% | 137 |
|
|
2024
Q2 | $261K | Buy |
3,316
+925
| +39% | +$72.8K | 0.04% | 144 |
|
|
2024
Q1 | $208K | Sell |
2,391
-65
| -3% | -$5.67K | 0.03% | 142 |
|
|
2023
Q4 | $202K | Buy |
2,456
+164
| +7% | +$13.5K | 0.04% | 138 |
|
|
2023
Q3 | $180K | Hold |
2,292
| – | – | 0.04% | 137 |
|
|
2023
Q2 | $202K | Buy |
2,292
+555
| +32% | +$48.9K | 0.04% | 136 |
|
|
2023
Q1 | $140K | Buy |
1,737
+129
| +8% | +$10.4K | 0.03% | 167 |
|
|
2022
Q4 | $125K | Buy |
1,608
+34
| +2% | +$2.64K | 0.03% | 160 |
|
|
2022
Q3 | $127K | Sell |
1,574
-1,266
| -45% | -$102K | 0.03% | 149 |
|
|
2022
Q2 | $255K | Buy |
2,840
+124
| +5% | +$11.1K | 0.07% | 113 |
|
|
2022
Q1 | $301K | Sell |
2,716
-55
| -2% | -$6.1K | 0.07% | 112 |
|
|
2021
Q4 | $287K | Hold |
2,771
| – | – | 0.07% | 110 |
|
|
2021
Q3 | $347K | Sell |
2,771
-81
| -3% | -$10.1K | 0.09% | 90 |
|
|
2021
Q2 | $354K | Hold |
2,852
| – | – | 0.1% | 84 |
|
|
2021
Q1 | $337K | Buy |
2,852
+36
| +1% | +$4.25K | 0.1% | 78 |
|
|
2020
Q4 | $330K | Buy |
2,816
+118
| +4% | +$13.8K | 0.11% | 70 |
|
|
2020
Q3 | $280K | Buy |
2,698
+44
| +2% | +$4.57K | 0.11% | 67 |
|
|
2020
Q2 | $243K | Buy |
2,654
+203
| +8% | +$18.6K | 0.1% | 76 |
|
|
2020
Q1 | $221K | Buy |
+2,451
| New | +$221K | 0.11% | 72 |
|