Institutional & Family Asset Management’s Medtronic MDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$181K	Buy	2,304 +898	+64%	+$73.6K	0.03%	151
2024 Q1	$123K	Sell	1,406 -82	-6%	-$7K	0.02%	170
2023 Q4	$123K	Buy	1,488 +1,200	+417%	+$91.5K	0.02%	168
2023 Q3	$22.6K	Hold	288	–	–	﹤0.01%	293
2023 Q2	$25.4K	Sell	288 -12	-4%	-$1.03K	﹤0.01%	285
2023 Q1	$24.2K	Buy	300 +164	+121%	+$13.4K	﹤0.01%	284
2022 Q4	$10.6K	Sell	136 -191	-58%	-$15.5K	﹤0.01%	368
2022 Q3	$26K	Buy	327 +5	+2%	+$449	﹤0.01%	284
2022 Q2	$29K	Sell	322 -1,199	-79%	-$121K	0.01%	275
2022 Q1	$169K	Sell	1,521 -114	-7%	-$12K	0.03%	158
2021 Q4	$169K	Sell	1,635 -2,067	-56%	-$239K	0.03%	166
2021 Q3	$464K	Buy	3,702 +187	+5%	+$24.2K	0.07%	125
2021 Q2	$436K	Sell	3,515 -2,800	-44%	-$352K	0.07%	125
2021 Q1	$746K	Hold	6,315	–	–	0.15%	103
2020 Q4	$740K	Buy	6,315 +138	+2%	+$15.2K	0.16%	103
2020 Q3	$642K	Buy	6,177 +200	+3%	+$20.1K	0.15%	103
2020 Q2	$548K	Sell	5,977 -50	-0.8%	-$4.79K	0.11%	108
2020 Q1	$544K	Buy	6,027 +61	+1%	+$6.49K	0.13%	101
2019 Q4	$677K	Sell	5,966 -2	-0%	-$219	0.14%	108
2019 Q3	$648K	Sell	5,968 -11	-0.2%	-$1.15K	0.14%	102
2019 Q2	$582K	Hold	5,979	–	–	0.13%	109
2019 Q1	$545K	Hold	5,979	–	–	0.12%	112
2018 Q4	$544K	Sell	5,979 -6	-0.1%	-$561	0.13%	106
2018 Q3	$589K	Hold	5,985	–	–	0.12%	110
2018 Q2	$512K	Buy	5,985 +500	+9%	+$41.8K	0.11%	110
2018 Q1	$440K	Buy	+5,485	New	+$452K	0.09%	122