IAA
Independent Advisor Alliance’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Sell |
47,775
-7,033
| -13% | -$613K | 0.12% | 143 |
|
|
2025
Q1 | $4.93M | Sell |
54,808
-99
| -0.2% | -$8.9K | 0.16% | 107 |
|
|
2024
Q4 | $4.39M | Buy |
54,907
+11,075
| +25% | +$885K | 0.06% | 298 |
|
|
2024
Q3 | $3.95M | Buy |
43,832
+13,289
| +44% | +$1.2M | 0.14% | 123 |
|
|
2024
Q2 | $2.4M | Sell |
30,543
-20,465
| -40% | -$1.61M | 0.08% | 199 |
|
|
2024
Q1 | $4.45M | Sell |
51,008
-3,082
| -6% | -$269K | 0.16% | 113 |
|
|
2023
Q4 | $4.46M | Sell |
54,090
-2,353
| -4% | -$194K | 0.16% | 111 |
|
|
2023
Q3 | $4.42M | Buy |
56,443
+2,824
| +5% | +$221K | 0.2% | 93 |
|
|
2023
Q2 | $4.72M | Sell |
53,619
-1,120
| -2% | -$98.7K | 0.21% | 91 |
|
|
2023
Q1 | $4.41M | Buy |
54,739
+1,717
| +3% | +$138K | 0.21% | 94 |
|
|
2022
Q4 | $4.12K | Sell |
53,022
-6,364
| -11% | -$495 | ﹤0.01% | 201 |
|
|
2022
Q3 | $4.8M | Buy |
59,386
+4,427
| +8% | +$357K | 0.28% | 85 |
|
|
2022
Q2 | $4.93M | Sell |
54,959
-1,754
| -3% | -$157K | 0.28% | 85 |
|
|
2022
Q1 | $6.29M | Sell |
56,713
-20,544
| -27% | -$2.28M | 0.3% | 73 |
|
|
2021
Q4 | $7.99M | Sell |
77,257
-13,921
| -15% | -$1.44M | 0.39% | 68 |
|
|
2021
Q3 | $11.4M | Buy |
91,178
+1,855
| +2% | +$233K | 0.64% | 34 |
|
|
2021
Q2 | $11.1M | Sell |
89,323
-6,456
| -7% | -$801K | 0.61% | 33 |
|
|
2021
Q1 | $11.3M | Buy |
95,779
+10,772
| +13% | +$1.27M | 0.67% | 31 |
|
|
2020
Q4 | $9.96M | Buy |
85,007
+2,467
| +3% | +$289K | 0.68% | 33 |
|
|
2020
Q3 | $8.58M | Buy |
82,540
+53,956
| +189% | +$5.61M | 0.65% | 40 |
|
|
2020
Q2 | $2.62M | Buy |
28,584
+9,657
| +51% | +$885K | 0.28% | 76 |
|
|
2020
Q1 | $1.71M | Buy |
18,927
+2,866
| +18% | +$258K | 0.25% | 84 |
|
|
2019
Q4 | $1.82M | Sell |
16,061
-1,226
| -7% | -$139K | 0.08% | 256 |
|
|
2019
Q3 | $1.87M | Sell |
17,287
-6
| -0% | -$650 | 0.23% | 99 |
|
|
2019
Q2 | $1.39M | Sell |
17,293
-480
| -3% | -$38.7K | 0.2% | 103 |
|
|
2019
Q1 | $1.62M | Buy |
17,773
+1,144
| +7% | +$104K | 0.23% | 99 |
|
|
2018
Q4 | $1.51M | Buy |
16,629
+4,748
| +40% | +$430K | 0.27% | 86 |
|
|
2018
Q3 | $1M | Buy |
11,881
+912
| +8% | +$76.8K | 0.18% | 121 |
|
|
2018
Q2 | $787K | Buy |
10,969
+2,259
| +26% | +$162K | 0.16% | 141 |
|
|
2018
Q1 | $675K | Sell |
8,710
-242
| -3% | -$18.8K | 0.15% | 157 |
|
|
2017
Q4 | $766K | Sell |
8,952
-434
| -5% | -$37.1K | 0.17% | 139 |
|
|
2017
Q3 | $722K | Sell |
9,386
-395
| -4% | -$30.4K | 0.2% | 122 |
|
|
2017
Q2 | $853K | Sell |
9,781
-946
| -9% | -$82.5K | 0.27% | 97 |
|
|
2017
Q1 | $861K | Buy |
10,727
+2,264
| +27% | +$182K | 0.14% | 177 |
|
|
2016
Q4 | $635K | Buy |
+8,463
| New | +$635K | 0.27% | 99 |
|