Jackson Grant Investment Advisers’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Buy
1,558
+110
+8% +$9.59K 0.05% 131
2025
Q1
$130K Buy
1,448
+3
+0.2% +$270 0.05% 131
2024
Q4
$115K Buy
1,445
+3
+0.2% +$240 0.04% 135
2024
Q3
$130K Buy
1,442
+3
+0.2% +$270 0.05% 134
2024
Q2
$113K Sell
1,439
-310
-18% -$24.4K 0.05% 137
2024
Q1
$152K Buy
1,749
+5
+0.3% +$436 0.06% 119
2023
Q4
$144K Sell
1,744
-510
-23% -$42K 0.06% 120
2023
Q3
$177K Buy
2,254
+5
+0.2% +$392 0.09% 101
2023
Q2
$198K Sell
2,249
-89
-4% -$7.84K 0.09% 101
2023
Q1
$189K Buy
2,338
+5
+0.2% +$403 0.09% 104
2022
Q4
$181K Sell
2,333
-500
-18% -$38.9K 0.09% 102
2022
Q3
$229K Sell
2,833
-767
-21% -$62K 0.12% 83
2022
Q2
$323K Buy
3,600
+65
+2% +$5.83K 0.16% 75
2022
Q1
$392K Buy
3,535
+3
+0.1% +$333 0.16% 73
2021
Q4
$365K Sell
3,532
-665
-16% -$68.7K 0.19% 64
2021
Q3
$526K Buy
4,197
+6
+0.1% +$752 0.23% 56
2021
Q2
$520K Buy
4,191
+35
+0.8% +$4.34K 0.23% 58
2021
Q1
$491K Buy
4,156
+379
+10% +$44.8K 0.23% 60
2020
Q4
$442K Buy
3,777
+9
+0.2% +$1.05K 0.23% 56
2020
Q3
$392K Buy
3,768
+10
+0.3% +$1.04K 0.24% 56
2020
Q2
$345K Buy
3,758
+9
+0.2% +$826 0.22% 59
2020
Q1
$338K Buy
3,749
+7
+0.2% +$631 0.25% 56
2019
Q4
$425K Buy
3,742
+8
+0.2% +$909 0.23% 57
2019
Q3
$406K Buy
3,734
+9
+0.2% +$979 0.23% 56
2019
Q2
$363K Buy
3,725
+9
+0.2% +$877 0.21% 59
2019
Q1
$338K Sell
3,716
-36
-1% -$3.27K 0.2% 57
2018
Q4
$341K Buy
3,752
+171
+5% +$15.5K 0.24% 55
2018
Q3
$352K Buy
3,581
+12
+0.3% +$1.18K 0.22% 57
2018
Q2
$306K Buy
3,569
+13
+0.4% +$1.12K 0.21% 60
2018
Q1
$285K Buy
3,556
+12
+0.3% +$962 0.2% 63
2017
Q4
$286K Buy
3,544
+197
+6% +$15.9K 0.19% 64
2017
Q3
$260K Buy
3,347
+518
+18% +$40.2K 0.19% 65
2017
Q2
$251K Sell
2,829
-91
-3% -$8.07K 0.19% 61
2017
Q1
$235K Buy
2,920
+9
+0.3% +$724 0.19% 60
2016
Q4
$207K Sell
2,911
-925
-24% -$65.8K 0.18% 62
2016
Q3
$331K Buy
3,836
+12
+0.3% +$1.04K 0.27% 43
2016
Q2
$332K Buy
3,824
+107
+3% +$9.29K 0.29% 39
2016
Q1
$279K Sell
3,717
-1,120
-23% -$84.1K 0.25% 46
2015
Q4
$372K Buy
+4,837
New +$372K 0.35% 44