JNBA Financial 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 | $2.59M | Buy |
29,706
+1,146
| +4% | +$99.9K | 0.25% | 55 |
|
|
2025
Q1 | $2.57M | Sell |
28,560
-4
| -0% | -$359 | 0.27% | 49 |
|
|
2024
Q4 | $2.28M | Sell |
28,564
-24
| -0.1% | -$1.92K | 0.23% | 54 |
|
|
2024
Q3 | $2.57M | Buy |
28,588
+480
| +2% | +$43.2K | 0.26% | 51 |
|
|
2024
Q2 | $2.21M | Sell |
28,108
-501
| -2% | -$39.4K | 0.23% | 59 |
|
|
2024
Q1 | $2.49M | Sell |
28,609
-351
| -1% | -$30.6K | 0.26% | 53 |
|
|
2023
Q4 | $2.39M | Buy |
28,960
+252
| +0.9% | +$20.8K | 0.27% | 59 |
|
|
2023
Q3 | $2.25M | Buy |
28,708
+11
| +0% | +$862 | 0.28% | 58 |
|
|
2023
Q2 | $2.53M | Buy |
28,697
+82
| +0.3% | +$7.22K | 0.3% | 58 |
|
|
2023
Q1 | $2.31M | Sell |
28,615
-80
| -0.3% | -$6.45K | 0.3% | 60 |
|
|
2022
Q4 | $2.23M | Sell |
28,695
-1,161
| -4% | -$90.2K | 0.31% | 59 |
|
|
2022
Q3 | $2.41M | Buy |
29,856
+174
| +0.6% | +$14.1K | 0.37% | 54 |
|
|
2022
Q2 | $2.66M | Sell |
29,682
-3,422
| -10% | -$307K | 0.4% | 50 |
|
|
2022
Q1 | $3.67M | Sell |
33,104
-665
| -2% | -$73.8K | 0.49% | 46 |
|
|
2021
Q4 | $3.49M | Sell |
33,769
-42
| -0.1% | -$4.34K | 0.43% | 46 |
|
|
2021
Q3 | $4.24M | Sell |
33,811
-25
| -0.1% | -$3.13K | 0.57% | 42 |
|
|
2021
Q2 | $4.2M | Sell |
33,836
-687
| -2% | -$85.3K | 0.57% | 44 |
|
|
2021
Q1 | $4.08M | Buy |
34,523
+759
| +2% | +$89.7K | 0.59% | 44 |
|
|
2020
Q4 | $3.96M | Sell |
33,764
-5,782
| -15% | -$677K | 0.65% | 40 |
|
|
2020
Q3 | $4.11M | Sell |
39,546
-2,191
| -5% | -$228K | 0.83% | 32 |
|
|
2020
Q2 | $3.83M | Sell |
41,737
-883
| -2% | -$81K | 0.82% | 30 |
|
|
2020
Q1 | $3.84M | Sell |
42,620
-650
| -2% | -$58.6K | 0.92% | 31 |
|
|
2019
Q4 | $4.91M | Sell |
43,270
-188
| -0.4% | -$21.3K | 0.94% | 30 |
|
|
2019
Q3 | $4.72M | Buy |
43,458
+657
| +2% | +$71.4K | 0.96% | 26 |
|
|
2019
Q2 | $4.17M | Buy |
42,801
+856
| +2% | +$83.4K | 0.85% | 25 |
|
|
2019
Q1 | $3.82M | Sell |
41,945
-517
| -1% | -$47.1K | 0.82% | 26 |
|
|
2018
Q4 | $3.86M | Buy |
42,462
+40,012
| +1,633% | +$3.64M | 0.88% | 23 |
|
|
2018
Q3 | $241K | Sell |
2,450
-41,447
| -94% | -$4.08M | 0.11% | 113 |
|
|
2018
Q2 | $3.76M | Hold |
43,897
| – | – | 0.79% | 23 |
|
|
2018
Q1 | $3.52M | Sell |
43,897
-1,650
| -4% | -$132K | 0.75% | 23 |
|
|
2017
Q4 | $3.68M | Hold |
45,547
| – | – | 0.77% | 21 |
|
|
2017
Q3 | $3.54M | Sell |
45,547
-135
| -0.3% | -$10.5K | 0.79% | 22 |
|
|
2017
Q2 | $4.05M | Sell |
45,682
-1,365
| -3% | -$121K | 0.92% | 19 |
|
|
2017
Q1 | $3.79M | Buy |
47,047
+200
| +0.4% | +$16.1K | 0.89% | 19 |
|
|
2016
Q4 | $3.34M | Buy |
46,847
+42,273
| +924% | +$3.01M | 0.81% | 20 |
|
|
2016
Q3 | $395K | Sell |
4,574
-41,465
| -90% | -$3.58M | 0.06% | 120 |
|
|
2016
Q2 | $4M | Sell |
46,039
-2,534
| -5% | -$220K | 1.12% | 18 |
|
|
2016
Q1 | $3.64M | Sell |
48,573
-2,200
| -4% | -$165K | 1.31% | 17 |
|
|
2015
Q4 | $3.91M | Sell |
50,773
-292
| -0.6% | -$22.5K | 1.5% | 15 |
|
|
2015
Q3 | $3.42M | Sell |
51,065
-4,974
| -9% | -$333K | 1.46% | 15 |
|
|
2015
Q2 | $4.15M | Sell |
56,039
-3,906
| -7% | -$289K | 1.57% | 12 |
|
|
2015
Q1 | $4.68M | Sell |
59,945
-719
| -1% | -$56.1K | 1.8% | 12 |
|
|
2014
Q4 | $4.38M | Sell |
60,664
-4,204
| -6% | -$304K | 1.76% | 12 |
|
|
2014
Q3 | $4.02M | Sell |
64,868
-28
| -0% | -$1.74K | 1.82% | 12 |
|
|
2014
Q2 | $4.14M | Sell |
64,896
-700
| -1% | -$44.6K | 2.01% | 13 |
|
|
2014
Q1 | $4.04M | Buy |
65,596
+150
| +0.2% | +$9.23K | 2.13% | 12 |
|
|
2013
Q4 | $3.76M | Sell |
65,446
-820
| -1% | -$47.1K | 2.06% | 12 |
|
|
2013
Q3 | $3.53M | Hold |
66,266
| – | – | 2.2% | 12 |
|
|
2013
Q2 | $3.41M | Buy |
+66,266
| New | +$3.41M | 2.34% | 11 |
|