Holistic Financial Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
3,588
-269
| -7% | -$23.4K | 0.14% | 86 |
|
|
2025
Q1 | $347K | Sell |
3,857
-230
| -6% | -$20.7K | 0.17% | 74 |
|
|
2024
Q4 | $326K | Buy |
4,087
+151
| +4% | +$12.1K | 0.16% | 80 |
|
|
2024
Q3 | $354K | Buy |
3,936
+41
| +1% | +$3.69K | 0.17% | 70 |
|
|
2024
Q2 | $307K | Sell |
3,895
-602
| -13% | -$47.4K | 0.15% | 76 |
|
|
2024
Q1 | $392K | Sell |
4,497
-33
| -0.7% | -$2.88K | 0.2% | 66 |
|
|
2023
Q4 | $373K | Buy |
4,530
+393
| +9% | +$32.4K | 0.22% | 62 |
|
|
2023
Q3 | $324K | Buy |
4,137
+127
| +3% | +$9.95K | 0.22% | 64 |
|
|
2023
Q2 | $353K | Sell |
4,010
-331
| -8% | -$29.2K | 0.25% | 58 |
|
|
2023
Q1 | $350K | Buy |
4,341
+631
| +17% | +$50.9K | 0.27% | 60 |
|
|
2022
Q4 | $288K | Buy |
3,710
+489
| +15% | +$38K | 0.26% | 67 |
|
|
2022
Q3 | $260K | Buy |
3,221
+150
| +5% | +$12.1K | 0.26% | 65 |
|
|
2022
Q2 | $276K | Sell |
3,071
-291
| -9% | -$26.2K | 0.26% | 61 |
|
|
2022
Q1 | $373K | Buy |
3,362
+423
| +14% | +$46.9K | 0.24% | 55 |
|
|
2021
Q4 | $304K | Buy |
2,939
+68
| +2% | +$7.03K | 0.18% | 85 |
|
|
2021
Q3 | $360K | Buy |
2,871
+301
| +12% | +$37.7K | 0.22% | 65 |
|
|
2021
Q2 | $319K | Sell |
2,570
-178
| -6% | -$22.1K | 0.19% | 77 |
|
|
2021
Q1 | $325K | Sell |
2,748
-556
| -17% | -$65.8K | 0.21% | 69 |
|
|
2020
Q4 | $387K | Buy |
3,304
+172
| +5% | +$20.1K | 0.27% | 51 |
|
|
2020
Q3 | $326K | Buy |
3,132
+191
| +6% | +$19.9K | 0.26% | 53 |
|
|
2020
Q2 | $270K | Sell |
2,941
-105
| -3% | -$9.64K | 0.23% | 56 |
|
|
2020
Q1 | $275K | Sell |
3,046
-68
| -2% | -$6.14K | 0.29% | 46 |
|
|
2019
Q4 | $353K | Buy |
3,114
+14
| +0.5% | +$1.59K | 0.21% | 63 |
|
|
2019
Q3 | $336K | Buy |
3,100
+747
| +32% | +$81K | 0.3% | 47 |
|
|
2019
Q2 | $229K | Sell |
2,353
-15,327
| -87% | -$1.49M | 0.23% | 65 |
|
|
2019
Q1 | $1.61M | Buy |
+17,680
| New | +$1.61M | 0.68% | 31 |
|
|
2018
Q2 | – | Sell |
-1,329
| Closed | -$107K | – | 237 |
|
|
2018
Q1 | $107K | Sell |
1,329
-11
| -0.8% | -$886 | 0.09% | 106 |
|
|
2017
Q4 | $108K | Buy |
+1,340
| New | +$108K | 0.09% | 109 |
|