Jeppson Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
4,312
-35
| -0.8% | -$3.05K | 0.13% | 140 |
|
|
2025
Q1 | $391K | Hold |
4,347
| – | – | 0.14% | 136 |
|
|
2024
Q4 | $347K | Sell |
4,347
-15
| -0.3% | -$1.2K | 0.13% | 143 |
|
|
2024
Q3 | $393K | Sell |
4,362
-85
| -2% | -$7.65K | 0.14% | 138 |
|
|
2024
Q2 | $350K | Sell |
4,447
-86
| -2% | -$6.77K | 0.13% | 143 |
|
|
2024
Q1 | $395K | Buy |
4,533
+150
| +3% | +$13.1K | 0.15% | 139 |
|
|
2023
Q4 | $361K | Buy |
4,383
+413
| +10% | +$34K | 0.15% | 138 |
|
|
2023
Q3 | $311K | Buy |
3,970
+110
| +3% | +$8.62K | 0.14% | 141 |
|
|
2023
Q2 | $340K | Buy |
3,860
+340
| +10% | +$30K | 0.15% | 140 |
|
|
2023
Q1 | $284K | Buy |
3,520
+15
| +0.4% | +$1.21K | 0.12% | 149 |
|
|
2022
Q4 | $272K | Sell |
3,505
-1,268
| -27% | -$98.5K | 0.11% | 155 |
|
|
2022
Q3 | $385K | Sell |
4,773
-2,973
| -38% | -$240K | 0.17% | 118 |
|
|
2022
Q2 | $695K | Buy |
7,746
+3,092
| +66% | +$277K | 0.3% | 76 |
|
|
2022
Q1 | $516K | Buy |
4,654
+2,069
| +80% | +$229K | 0.24% | 93 |
|
|
2021
Q4 | $267K | Hold |
2,585
| – | – | 0.13% | 134 |
|
|
2021
Q3 | $324K | Hold |
2,585
| – | – | 0.17% | 107 |
|
|
2021
Q2 | $320K | Hold |
2,585
| – | – | 0.17% | 105 |
|
|
2021
Q1 | $305K | Sell |
2,585
-10
| -0.4% | -$1.18K | 0.18% | 105 |
|
|
2020
Q4 | $304K | Hold |
2,595
| – | – | 0.2% | 99 |
|
|
2020
Q3 | $270K | Buy |
+2,595
| New | +$270K | 0.21% | 96 |
|