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 |
|