Keebeck 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
$340K Sell
3,868
-118
-3% -$10.4K 0.04% 264
2025
Q1
$361K Buy
3,986
+522
+15% +$47.3K 0.05% 195
2024
Q4
$279K Buy
3,464
+233
+7% +$18.8K 0.04% 221
2024
Q3
$293K Sell
3,231
-199
-6% -$18.1K 0.04% 213
2024
Q2
$272K Hold
3,430
0.04% 228
2024
Q1
$301K Hold
3,430
0.04% 237
2023
Q4
$285K Sell
3,430
-36
-1% -$2.99K 0.05% 233
2023
Q3
$274K Buy
3,466
+65
+2% +$5.14K 0.05% 214
2023
Q2
$302K Sell
3,401
-28
-0.8% -$2.49K 0.04% 214
2023
Q1
$279K Sell
3,429
-836
-20% -$68K 0.04% 214
2022
Q4
$334K Buy
4,265
+42
+1% +$3.29K 0.06% 185
2022
Q3
$344K Hold
4,223
0.07% 178
2022
Q2
$382K Hold
4,223
0.07% 173
2022
Q1
$471K Hold
4,223
0.08% 165
2021
Q4
$440K Sell
4,223
-300
-7% -$31.3K 0.08% 158
2021
Q3
$570K Sell
4,523
-533
-11% -$67.2K 0.11% 131
2021
Q2
$630K Sell
5,056
-100
-2% -$12.5K 0.09% 148
2021
Q1
$612K Hold
5,156
0.1% 144
2020
Q4
$607K Buy
5,156
+812
+19% +$95.6K 0.11% 135
2020
Q3
$453K Buy
4,344
+248
+6% +$25.9K 0.09% 137
2020
Q2
$377K Hold
4,096
0.12% 127
2020
Q1
$371K Buy
4,096
+2,100
+105% +$190K 0.15% 110
2019
Q4
$227K Buy
+1,996
New +$227K 0.07% 135