Holistic Financial Partners’s Medtronic MDT Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q2  | $313K | Sell | 
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| 
        
          
      
        2025
         Q1  | $347K | Sell | 
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| 
        
          
      
        2024
         Q4  | $326K | Buy | 
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| 
        
          
      
        2024
         Q3  | $354K | Buy | 
         | 
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| 
        
          
      
        2024
         Q2  | $307K | Sell | 
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| 
        
          
      
        2024
         Q1  | $392K | Sell | 
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| 
        
          
      
        2023
         Q4  | $373K | Buy | 
         | 
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| 
        
          
      
        2023
         Q3  | $324K | Buy | 
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| 
        
          
      
        2023
         Q2  | $353K | Sell | 
         | 
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| 
        
          
      
        2023
         Q1  | $350K | Buy | 
         | 
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| 
        
          
      
        2022
         Q4  | $288K | Buy | 
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| 
        
          
      
        2022
         Q3  | $260K | Buy | 
         | 
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| 
        
          
      
        2022
         Q2  | $276K | Sell | 
         | 
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| 
        
          
      
        2022
         Q1  | $373K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $304K | Buy | 
         | 
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| 
        
          
      
        2021
         Q3  | $360K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $319K | Sell | 
         | 
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| 
        
          
      
        2021
         Q1  | $325K | Sell | 
         | 
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| 
        
          
      
        2020
         Q4  | $387K | Buy | 
         | 
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| 
        
          
      
        2020
         Q3  | $326K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $270K | Sell | 
         | 
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| 
        
          
      
        2020
         Q1  | $275K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $353K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $336K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $229K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $1.61M | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | – | Sell | 
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| 
        
          
      
        2018
         Q1  | $107K | Sell | 
         | 
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| 
        
          
      
        2017
         Q4  | $108K | Buy | 
         |