JFS Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
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|
2025
Q1 | $355K | Buy |
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|
2024
Q4 | $199K | Buy |
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|
2024
Q3 | $215K | Buy |
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|
2024
Q2 | $70K | Buy |
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|
2024
Q1 | $76.3K | Sell |
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|
2023
Q4 | $72.3K | Sell |
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|
2023
Q3 | $71.9K | Buy |
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|
2023
Q2 | $76.6K | Buy |
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|
2023
Q1 | $65.4K | Sell |
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|
2022
Q4 | $67.4K | Sell |
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|
2022
Q3 | $75K | Buy |
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|
2022
Q2 | $82K | Sell |
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|
2022
Q1 | $111K | Sell |
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|
2021
Q4 | $115K | Sell |
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|
2021
Q3 | $163K | Buy |
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|
2021
Q2 | $36K | Hold |
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|
2021
Q1 | $35K | Hold |
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|
2020
Q4 | $34K | Buy |
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|
2020
Q3 | $20K | Sell |
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|
2020
Q2 | $29K | Buy |
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|
2020
Q1 | $17K | Sell |
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|
2019
Q4 | $23K | Buy |
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|
2019
Q3 | $17K | Buy |
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|
2019
Q2 | $14K | Hold |
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|
2019
Q1 | $13K | Sell |
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|
2018
Q4 | $26K | Buy |
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|
2018
Q3 | $25K | Buy |
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|
2018
Q2 | $12K | Sell |
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|
2018
Q1 | $22K | Hold |
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|
2017
Q4 | $23K | Hold |
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|
2017
Q3 | $22K | Sell |
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|
2017
Q2 | $28K | Sell |
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|
2017
Q1 | $26K | Hold |
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|
2016
Q4 | $26K | Sell |
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|
2016
Q3 | $153K | Hold |
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|
2016
Q2 | $154K | Sell |
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|
2016
Q1 | $136K | Sell |
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|
2015
Q4 | $140K | Buy |
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|
2015
Q3 | $115K | Sell |
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|
2015
Q2 | $238K | Buy |
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|
2015
Q1 | $157K | Buy |
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|
2014
Q4 | $135K | Buy |
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|
2014
Q3 | $100K | Hold |
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|
2014
Q2 | $102K | Buy |
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