JGP 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 | $6.22M | Buy |
71,367
+847
| +1% | +$73.8K | 0.75% | 40 |
|
|
2025
Q1 | $6.34M | Sell |
70,520
-77
| -0.1% | -$6.92K | 0.83% | 39 |
|
|
2024
Q4 | $5.64M | Sell |
70,597
-11,604
| -14% | -$927K | 0.73% | 42 |
|
|
2024
Q3 | $7.4M | Buy |
82,201
+2,819
| +4% | +$254K | 0.95% | 42 |
|
|
2024
Q2 | $6.25M | Sell |
79,382
-492
| -0.6% | -$38.7K | 0.89% | 42 |
|
|
2024
Q1 | $6.96M | Buy |
79,874
+1,221
| +2% | +$106K | 1.01% | 44 |
|
|
2023
Q4 | $6.48M | Buy |
78,653
+3,567
| +5% | +$294K | 0.96% | 40 |
|
|
2023
Q3 | $5.88M | Buy |
75,086
+1,874
| +3% | +$147K | 0.99% | 41 |
|
|
2023
Q2 | $6.45M | Buy |
73,212
+4,656
| +7% | +$410K | 1.05% | 39 |
|
|
2023
Q1 | $5.53M | Buy |
68,556
+6,606
| +11% | +$533K | 0.97% | 40 |
|
|
2022
Q4 | $4.81M | Sell |
61,950
-22,698
| -27% | -$1.76M | 0.88% | 42 |
|
|
2022
Q3 | $6.98M | Buy |
84,648
+3,822
| +5% | +$315K | 1.47% | 30 |
|
|
2022
Q2 | $7.24M | Buy |
80,826
+3,803
| +5% | +$341K | 1.46% | 29 |
|
|
2022
Q1 | $8.66M | Buy |
77,023
+4,545
| +6% | +$511K | 1.6% | 26 |
|
|
2021
Q4 | $7.68M | Buy |
72,478
+4,853
| +7% | +$514K | 1.43% | 28 |
|
|
2021
Q3 | $8.48M | Buy |
67,625
+1,151
| +2% | +$144K | 1.83% | 21 |
|
|
2021
Q2 | $8.25M | Buy |
66,474
+4,345
| +7% | +$539K | 1.77% | 23 |
|
|
2021
Q1 | $7.34M | Buy |
62,129
+1,314
| +2% | +$155K | 1.64% | 16 |
|
|
2020
Q4 | $7.12M | Buy |
60,815
+4,388
| +8% | +$513K | 1.65% | 16 |
|
|
2020
Q3 | $5.96M | Buy |
56,427
+3,431
| +6% | +$363K | 1.58% | 19 |
|
|
2020
Q2 | $4.86M | Buy |
52,996
+5,968
| +13% | +$547K | 1.43% | 25 |
|
|
2020
Q1 | $4.67M | Sell |
47,028
-644
| -1% | -$63.9K | 1.65% | 20 |
|
|
2019
Q4 | $5.48M | Buy |
47,672
+4,994
| +12% | +$574K | 1.62% | 21 |
|
|
2019
Q3 | $4.52M | Buy |
42,678
+757
| +2% | +$80.2K | 1.57% | 22 |
|
|
2019
Q2 | $4.08M | Buy |
41,921
+1,232
| +3% | +$120K | 1.45% | 26 |
|
|
2019
Q1 | $3.71M | Buy |
40,689
+1,382
| +4% | +$126K | 1.4% | 31 |
|
|
2018
Q4 | $3.58M | Buy |
39,307
+764
| +2% | +$69.5K | 1.48% | 21 |
|
|
2018
Q3 | $3.79M | Buy |
38,543
+327
| +0.9% | +$32.2K | 1.52% | 19 |
|
|
2018
Q2 | $3.27M | Buy |
+38,216
| New | +$3.27M | 1.37% | 26 |
|