Integrated Wealth Concepts’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Buy |
52,426
+264
| +0.5% | +$23K | 0.05% | 363 |
|
|
2025
Q1 | $4.69M | Buy |
52,162
+9,868
| +23% | +$887K | 0.05% | 329 |
|
|
2024
Q4 | $3.38M | Sell |
42,294
-5,954
| -12% | -$476K | 0.04% | 396 |
|
|
2024
Q3 | $4.34M | Buy |
48,248
+1,248
| +3% | +$112K | 0.05% | 325 |
|
|
2024
Q2 | $3.7M | Buy |
47,000
+289
| +0.6% | +$22.7K | 0.05% | 333 |
|
|
2024
Q1 | $4.07M | Buy |
46,711
+3,673
| +9% | +$320K | 0.06% | 304 |
|
|
2023
Q4 | $3.55M | Sell |
43,038
-2,811
| -6% | -$232K | 0.06% | 307 |
|
|
2023
Q3 | $3.59M | Buy |
45,849
+4,504
| +11% | +$353K | 0.06% | 290 |
|
|
2023
Q2 | $3.64M | Buy |
41,345
+6,620
| +19% | +$583K | 0.06% | 291 |
|
|
2023
Q1 | $2.8M | Buy |
34,725
+23,942
| +222% | +$1.93M | 0.06% | 307 |
|
|
2022
Q4 | $838K | Sell |
10,783
-1,194
| -10% | -$92.8K | 0.02% | 510 |
|
|
2022
Q3 | $967K | Sell |
11,977
-3,440
| -22% | -$278K | 0.03% | 435 |
|
|
2022
Q2 | $1.38M | Buy |
15,417
+3,737
| +32% | +$335K | 0.04% | 358 |
|
|
2022
Q1 | $1.3M | Buy |
11,680
+181
| +2% | +$20.1K | 0.04% | 343 |
|
|
2021
Q4 | $1.19M | Sell |
11,499
-11,604
| -50% | -$1.2M | 0.04% | 364 |
|
|
2021
Q3 | $2.9M | Buy |
23,103
+3,565
| +18% | +$447K | 0.09% | 187 |
|
|
2021
Q2 | $2.43M | Buy |
19,538
+1,146
| +6% | +$142K | 0.09% | 194 |
|
|
2021
Q1 | $2.17M | Buy |
18,392
+10,891
| +145% | +$1.29M | 0.09% | 176 |
|
|
2020
Q4 | $879K | Buy |
7,501
+93
| +1% | +$10.9K | 0.04% | 276 |
|
|
2020
Q3 | $770K | Buy |
7,408
+2,351
| +46% | +$244K | 0.05% | 260 |
|
|
2020
Q2 | $464K | Sell |
5,057
-521
| -9% | -$47.8K | 0.03% | 305 |
|
|
2020
Q1 | $503K | Sell |
5,578
-130
| -2% | -$11.7K | 0.05% | 224 |
|
|
2019
Q4 | $648K | Buy |
5,708
+3,129
| +121% | +$355K | 0.05% | 226 |
|
|
2019
Q3 | $280K | Sell |
2,579
-477
| -16% | -$51.8K | 0.03% | 326 |
|
|
2019
Q2 | $275K | Buy |
+3,056
| New | +$275K | 0.04% | 295 |
|