HighMark 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
$141K Buy
1,623
+1,334
+462% +$116K 0.07% 92
2025
Q1
$26K Buy
289
+12
+4% +$1.08K 0.02% 180
2024
Q4
$22.1K Sell
277
-1,297
-82% -$104K 0.01% 190
2024
Q3
$142K Buy
1,574
+14
+0.9% +$1.26K 0.08% 85
2024
Q2
$123K Buy
1,560
+14
+0.9% +$1.1K 0.07% 84
2024
Q1
$135K Buy
1,546
+12
+0.8% +$1.05K 0.08% 80
2023
Q4
$126K Buy
1,534
+14
+0.9% +$1.15K 0.09% 83
2023
Q3
$119K Buy
1,520
+12
+0.8% +$940 0.1% 71
2023
Q2
$133K Buy
1,508
+13
+0.9% +$1.15K 0.1% 70
2023
Q1
$121K Buy
1,495
+12
+0.8% +$968 0.09% 88
2022
Q4
$115K Buy
1,483
+12
+0.8% +$932 0.09% 71
2022
Q3
$119K Buy
1,471
+12
+0.8% +$971 0.1% 62
2022
Q2
$131K Buy
1,459
+8
+0.6% +$718 0.11% 61
2022
Q1
$161K Buy
1,451
+9
+0.6% +$999 0.11% 62
2021
Q4
$149K Sell
1,442
-88
-6% -$9.09K 0.09% 65
2021
Q3
$192K Sell
1,530
-5
-0.3% -$627 0.14% 52
2021
Q2
$191K Sell
1,535
-18
-1% -$2.24K 0.14% 50
2021
Q1
$183K Sell
1,553
-10
-0.6% -$1.18K 0.15% 50
2020
Q4
$183K Buy
1,563
+7
+0.4% +$820 0.16% 49
2020
Q3
$162K Buy
1,556
+9
+0.6% +$937 0.15% 48
2020
Q2
$142K Buy
1,547
+35
+2% +$3.21K 0.16% 46
2020
Q1
$136K Buy
1,512
+21
+1% +$1.89K 0.16% 39
2019
Q4
$169K Buy
+1,491
New +$169K 0.18% 42