JFS Wealth 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 | $387K | Buy |
4,434
+486
| +12% | +$42.4K | 0.02% | 232 |
|
|
2025
Q1 | $355K | Buy |
3,948
+1,460
| +59% | +$131K | 0.02% | 235 |
|
|
2024
Q4 | $199K | Buy |
2,488
+105
| +4% | +$8.39K | 0.01% | 287 |
|
|
2024
Q3 | $215K | Buy |
2,383
+1,494
| +168% | +$135K | 0.01% | 282 |
|
|
2024
Q2 | $70K | Buy |
889
+14
| +2% | +$1.1K | 0.01% | 373 |
|
|
2024
Q1 | $76.3K | Sell |
875
-3
| -0.3% | -$261 | 0.01% | 364 |
|
|
2023
Q4 | $72.3K | Sell |
878
-40
| -4% | -$3.3K | 0.01% | 356 |
|
|
2023
Q3 | $71.9K | Buy |
918
+49
| +6% | +$3.84K | 0.01% | 327 |
|
|
2023
Q2 | $76.6K | Buy |
869
+58
| +7% | +$5.11K | 0.01% | 313 |
|
|
2023
Q1 | $65.4K | Sell |
811
-56
| -6% | -$4.52K | 0.01% | 331 |
|
|
2022
Q4 | $67.4K | Sell |
867
-63
| -7% | -$4.9K | 0.01% | 330 |
|
|
2022
Q3 | $75K | Buy |
930
+12
| +1% | +$968 | 0.01% | 312 |
|
|
2022
Q2 | $82K | Sell |
918
-78
| -8% | -$6.97K | 0.01% | 313 |
|
|
2022
Q1 | $111K | Sell |
996
-112
| -10% | -$12.5K | 0.01% | 285 |
|
|
2021
Q4 | $115K | Sell |
1,108
-193
| -15% | -$20K | 0.01% | 284 |
|
|
2021
Q3 | $163K | Buy |
1,301
+1,008
| +344% | +$126K | 0.02% | 240 |
|
|
2021
Q2 | $36K | Hold |
293
| – | – | 0.01% | 308 |
|
|
2021
Q1 | $35K | Hold |
293
| – | – | 0.01% | 282 |
|
|
2020
Q4 | $34K | Buy |
293
+104
| +55% | +$12.1K | 0.01% | 279 |
|
|
2020
Q3 | $20K | Sell |
189
-122
| -39% | -$12.9K | ﹤0.01% | 312 |
|
|
2020
Q2 | $29K | Buy |
311
+122
| +65% | +$11.4K | 0.01% | 271 |
|
|
2020
Q1 | $17K | Sell |
189
-15
| -7% | -$1.35K | 0.01% | 286 |
|
|
2019
Q4 | $23K | Buy |
204
+45
| +28% | +$5.07K | 0.01% | 297 |
|
|
2019
Q3 | $17K | Buy |
159
+15
| +10% | +$1.6K | ﹤0.01% | 319 |
|
|
2019
Q2 | $14K | Hold |
144
| – | – | ﹤0.01% | 343 |
|
|
2019
Q1 | $13K | Sell |
144
-138
| -49% | -$12.5K | ﹤0.01% | 339 |
|
|
2018
Q4 | $26K | Buy |
282
+24
| +9% | +$2.21K | 0.01% | 270 |
|
|
2018
Q3 | $25K | Buy |
258
+114
| +79% | +$11K | 0.01% | 301 |
|
|
2018
Q2 | $12K | Sell |
144
-136
| -49% | -$11.3K | ﹤0.01% | 353 |
|
|
2018
Q1 | $22K | Hold |
280
| – | – | 0.01% | 305 |
|
|
2017
Q4 | $23K | Hold |
280
| – | – | 0.01% | 315 |
|
|
2017
Q3 | $22K | Sell |
280
-39
| -12% | -$3.06K | 0.01% | 310 |
|
|
2017
Q2 | $28K | Sell |
319
-51
| -14% | -$4.48K | 0.01% | 267 |
|
|
2017
Q1 | $26K | Hold |
370
| – | – | 0.01% | 280 |
|
|
2016
Q4 | $26K | Sell |
370
-1,400
| -79% | -$98.4K | 0.01% | 280 |
|
|
2016
Q3 | $153K | Hold |
1,770
| – | – | 0.04% | 148 |
|
|
2016
Q2 | $154K | Sell |
1,770
-40
| -2% | -$3.48K | 0.04% | 175 |
|
|
2016
Q1 | $136K | Sell |
1,810
-10
| -0.5% | -$751 | 0.04% | 155 |
|
|
2015
Q4 | $140K | Buy |
1,820
+101
| +6% | +$7.77K | 0.04% | 159 |
|
|
2015
Q3 | $115K | Sell |
1,719
-1,494
| -46% | -$99.9K | 0.05% | 140 |
|
|
2015
Q2 | $238K | Buy |
3,213
+1,195
| +59% | +$88.5K | 0.12% | 80 |
|
|
2015
Q1 | $157K | Buy |
2,018
+145
| +8% | +$11.3K | 0.07% | 102 |
|
|
2014
Q4 | $135K | Buy |
1,873
+266
| +17% | +$19.2K | 0.02% | 105 |
|
|
2014
Q3 | $100K | Hold |
1,607
| – | – | 0.02% | 128 |
|
|
2014
Q2 | $102K | Buy |
+1,607
| New | +$102K | 0.02% | 128 |
|