Hummer Financial Advisory Services’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $203K | Sell |
2,307
-50
| -2% | -$4.39K | 0.15% | 114 |
|
2025
Q1 | $213K | Buy |
+2,357
| New | +$213K | 0.17% | 104 |
|
2024
Q4 | – | Sell |
-2,357
| Closed | -$214K | – | 112 |
|
2024
Q3 | $214K | Buy |
+2,357
| New | +$214K | 0.17% | 105 |
|
2024
Q2 | – | Sell |
-2,357
| Closed | -$207K | – | 105 |
|
2024
Q1 | $207K | Buy |
+2,357
| New | +$207K | 0.17% | 106 |
|
2023
Q3 | – | Sell |
-2,357
| Closed | -$209K | – | 99 |
|
2023
Q2 | $209K | Buy |
+2,357
| New | +$209K | 0.2% | 94 |
|
2022
Q3 | – | Sell |
-2,432
| Closed | -$220K | – | 92 |
|
2022
Q2 | $220K | Sell |
2,432
-75
| -3% | -$6.79K | 0.25% | 89 |
|
2022
Q1 | $280K | Buy |
2,507
+293
| +13% | +$32.7K | 0.25% | 84 |
|
2021
Q4 | $230K | Sell |
2,214
-293
| -12% | -$30.4K | 0.19% | 92 |
|
2021
Q3 | $316K | Hold |
2,507
| – | – | 0.29% | 74 |
|
2021
Q2 | $313K | Hold |
2,507
| – | – | 0.29% | 79 |
|
2021
Q1 | $298K | Buy |
2,507
+382
| +18% | +$45.4K | 0.29% | 78 |
|
2020
Q4 | $250K | Sell |
2,125
-382
| -15% | -$44.9K | 0.26% | 84 |
|
2020
Q3 | $262K | Hold |
2,507
| – | – | 0.31% | 76 |
|
2020
Q2 | $231K | Hold |
2,507
| – | – | 0.3% | 77 |
|
2020
Q1 | $227K | Buy |
2,507
+200
| +9% | +$18.1K | 0.34% | 73 |
|
2019
Q4 | $263K | Buy |
+2,307
| New | +$263K | 0.28% | 86 |
|