J.W. Cole Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
25,441
+6,824
| +37% | +$595K | 0.05% | 385 |
|
|
2025
Q1 | $1.67M | Buy |
18,617
+8,839
| +90% | +$794K | 0.05% | 370 |
|
|
2024
Q4 | $781K | Buy |
9,778
+328
| +3% | +$26.2K | 0.03% | 487 |
|
|
2024
Q3 | $851K | Sell |
9,450
-4,514
| -32% | -$406K | 0.04% | 433 |
|
|
2024
Q2 | $1.1M | Sell |
13,964
-3,233
| -19% | -$254K | 0.05% | 334 |
|
|
2024
Q1 | $1.5M | Sell |
17,197
-381
| -2% | -$33.2K | 0.08% | 258 |
|
|
2023
Q4 | $1.45M | Buy |
17,578
+8,695
| +98% | +$716K | 0.08% | 240 |
|
|
2023
Q3 | $696K | Buy |
8,883
+458
| +5% | +$35.9K | 0.05% | 327 |
|
|
2023
Q2 | $742K | Buy |
8,425
+587
| +7% | +$51.7K | 0.05% | 331 |
|
|
2023
Q1 | $632K | Buy |
7,838
+1,305
| +20% | +$105K | 0.05% | 390 |
|
|
2022
Q4 | $508K | Sell |
6,533
-519
| -7% | -$40.3K | 0.04% | 415 |
|
|
2022
Q3 | $569K | Sell |
7,052
-252
| -3% | -$20.3K | 0.05% | 361 |
|
|
2022
Q2 | $656K | Buy |
7,304
+751
| +11% | +$67.5K | 0.05% | 342 |
|
|
2022
Q1 | $727K | Buy |
6,553
+327
| +5% | +$36.3K | 0.05% | 352 |
|
|
2021
Q4 | $644K | Hold |
6,226
| – | – | 0.04% | 387 |
|
|
2021
Q3 | $780K | Buy |
6,226
+115
| +2% | +$14.4K | 0.06% | 197 |
|
|
2021
Q2 | $758K | Buy |
6,111
+326
| +6% | +$40.4K | 0.06% | 330 |
|
|
2021
Q1 | $683K | Buy |
5,785
+100
| +2% | +$11.8K | 0.07% | 315 |
|
|
2020
Q4 | $666K | Sell |
5,685
-13,214
| -70% | -$1.55M | 0.07% | 289 |
|
|
2020
Q3 | $1.96M | Buy |
+18,899
| New | +$1.96M | 0.15% | 155 |
|
|
2020
Q1 | – | Sell |
-6,204
| Closed | -$704K | – | 347 |
|
|
2019
Q4 | $704K | Buy |
+6,204
| New | +$704K | 0.09% | 238 |
|