IMA 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 | $967 | Buy |
+11
| New | +$967 | ﹤0.01% | 354 |
|
|
2023
Q4 | – | Sell |
-1,725
| Closed | -$135K | – | 190 |
|
|
2023
Q3 | $135K | Sell |
1,725
-110
| -6% | -$8.62K | 0.03% | 147 |
|
|
2023
Q2 | $162K | Sell |
1,835
-82
| -4% | -$7.22K | 0.04% | 137 |
|
|
2023
Q1 | $155K | Sell |
1,917
-11,914
| -86% | -$961K | 0.04% | 139 |
|
|
2022
Q4 | $1.07M | Sell |
13,831
-4,074
| -23% | -$317K | 0.28% | 84 |
|
|
2022
Q3 | $1.45M | Sell |
17,905
-1,500
| -8% | -$121K | 0.39% | 74 |
|
|
2022
Q2 | $1.74M | Sell |
19,405
-116
| -0.6% | -$10.4K | 0.43% | 73 |
|
|
2022
Q1 | $2.17M | Buy |
19,521
+396
| +2% | +$43.9K | 0.5% | 69 |
|
|
2021
Q4 | $1.98M | Sell |
19,125
-1,965
| -9% | -$203K | 0.44% | 77 |
|
|
2021
Q3 | $2.64M | Sell |
21,090
-65
| -0.3% | -$8.15K | 0.62% | 54 |
|
|
2021
Q2 | $2.63M | Sell |
21,155
-885
| -4% | -$110K | 0.61% | 61 |
|
|
2021
Q1 | $2.6M | Buy |
22,040
+759
| +4% | +$89.7K | 0.64% | 61 |
|
|
2020
Q4 | $2.49M | Sell |
21,281
-5,424
| -20% | -$635K | 0.7% | 52 |
|
|
2020
Q3 | $2.78M | Buy |
26,705
+3,065
| +13% | +$318K | 0.93% | 32 |
|
|
2020
Q2 | $2.17M | Buy |
+23,640
| New | +$2.17M | 0.78% | 43 |
|
|
2020
Q1 | – | Sell |
-45
| Closed | -$5K | – | 276 |
|
|
2019
Q4 | $5K | Hold |
45
| – | – | ﹤0.01% | 252 |
|
|
2019
Q3 | $5K | Hold |
45
| – | – | ﹤0.01% | 255 |
|
|
2019
Q2 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 251 |
|
|
2019
Q1 | – | Sell |
-51
| Closed | -$5K | – | 314 |
|
|
2018
Q4 | $5K | Hold |
51
| – | – | ﹤0.01% | 248 |
|
|
2018
Q3 | $5K | Hold |
51
| – | – | ﹤0.01% | 256 |
|
|
2018
Q2 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 353 |
|