J.W. Coons 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 | $209K | Hold |
2,401
| – | – | 0.05% | 235 |
|
|
2025
Q1 | $216K | Buy |
+2,401
| New | +$216K | 0.06% | 224 |
|
|
2024
Q4 | – | Sell |
-2,545
| Closed | -$229K | – | 243 |
|
|
2024
Q3 | $229K | Hold |
2,545
| – | – | 0.06% | 218 |
|
|
2024
Q2 | $200K | Hold |
2,545
| – | – | 0.05% | 234 |
|
|
2024
Q1 | $222K | Hold |
2,545
| – | – | 0.05% | 226 |
|
|
2023
Q4 | $210K | Buy |
+2,545
| New | +$210K | 0.06% | 233 |
|
|
2023
Q3 | – | Sell |
-2,645
| Closed | -$233K | – | 230 |
|
|
2023
Q2 | $233K | Hold |
2,645
| – | – | 0.06% | 221 |
|
|
2023
Q1 | $213K | Sell |
2,645
-100
| -4% | -$8.06K | 0.06% | 228 |
|
|
2022
Q4 | $213K | Sell |
2,745
-650
| -19% | -$50.5K | 0.06% | 218 |
|
|
2022
Q3 | $274K | Sell |
3,395
-300
| -8% | -$24.2K | 0.1% | 183 |
|
|
2022
Q2 | $330K | Hold |
3,695
| – | – | 0.12% | 176 |
|
|
2022
Q1 | $410K | Sell |
3,695
-290
| -7% | -$32.2K | 0.12% | 169 |
|
|
2021
Q4 | $410K | Sell |
3,985
-3,119
| -44% | -$321K | 0.12% | 166 |
|
|
2021
Q3 | $893K | Sell |
7,104
-1,905
| -21% | -$239K | 0.31% | 87 |
|
|
2021
Q2 | $1.12M | Sell |
9,009
-282
| -3% | -$34.9K | 0.4% | 74 |
|
|
2021
Q1 | $1.1M | Sell |
9,291
-19
| -0.2% | -$2.25K | 0.39% | 74 |
|
|
2020
Q4 | $1.09M | Buy |
9,310
+210
| +2% | +$24.5K | 0.42% | 65 |
|
|
2020
Q3 | $942K | Sell |
9,100
-515
| -5% | -$53.3K | 0.39% | 71 |
|
|
2020
Q2 | $883K | Buy |
9,615
+606
| +7% | +$55.7K | 0.39% | 71 |
|
|
2020
Q1 | $814K | Buy |
+9,009
| New | +$814K | 0.43% | 68 |
|