Kovitz Investment Group Partners’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.75M | Buy |
111,765
+3,735
| +3% | +$326K | 0.04% | 313 |
|
|
2025
Q1 | $9.71M | Sell |
108,030
-1,889
| -2% | -$170K | 0.05% | 275 |
|
|
2024
Q4 | $8.79M | Buy |
109,919
+3,630
| +3% | +$290K | 0.04% | 294 |
|
|
2024
Q3 | $8.75M | Buy |
106,289
+22,621
| +27% | +$1.86M | 0.06% | 250 |
|
|
2024
Q2 | $6.59M | Buy |
83,668
+27,063
| +48% | +$2.13M | 0.06% | 244 |
|
|
2024
Q1 | $4.93M | Buy |
56,605
+22,049
| +64% | +$1.92M | 0.06% | 206 |
|
|
2023
Q4 | $2.85M | Sell |
34,556
-29,396
| -46% | -$2.42M | 0.05% | 207 |
|
|
2023
Q3 | $5.01M | Sell |
63,952
-18,295
| -22% | -$1.43M | 0.09% | 137 |
|
|
2023
Q2 | $7.25M | Sell |
82,247
-1,345
| -2% | -$118K | 0.11% | 98 |
|
|
2023
Q1 | $6.74M | Sell |
83,592
-19,727
| -19% | -$1.59M | 0.12% | 111 |
|
|
2022
Q4 | $8.03M | Buy |
103,319
+9,435
| +10% | +$733K | 0.16% | 88 |
|
|
2022
Q3 | $7.58M | Buy |
93,884
+25,303
| +37% | +$2.04M | 0.18% | 83 |
|
|
2022
Q2 | $6.16M | Buy |
68,581
+2,547
| +4% | +$229K | 0.14% | 117 |
|
|
2022
Q1 | $7.33M | Buy |
66,034
+3,028
| +5% | +$336K | 0.14% | 109 |
|
|
2021
Q4 | $7.38M | Sell |
63,006
-5,531
| -8% | -$648K | 0.17% | 88 |
|
|
2021
Q3 | $8.59M | Buy |
68,537
+8,930
| +15% | +$1.12M | 0.17% | 86 |
|
|
2021
Q2 | $7.4M | Buy |
59,607
+3,196
| +6% | +$397K | 0.15% | 105 |
|
|
2021
Q1 | $6.66M | Sell |
56,411
-6,519
| -10% | -$770K | 0.16% | 103 |
|
|
2020
Q4 | $7.37M | Sell |
62,930
-10,750
| -15% | -$1.26M | 0.18% | 86 |
|
|
2020
Q3 | $7.66M | Sell |
73,680
-4,062
| -5% | -$422K | 0.21% | 76 |
|
|
2020
Q2 | $7.13M | Buy |
77,742
+8,237
| +12% | +$755K | 0.22% | 72 |
|
|
2020
Q1 | $6.27M | Buy |
69,505
+24,940
| +56% | +$2.25M | 0.23% | 73 |
|
|
2019
Q4 | $5.06M | Buy |
44,565
+255
| +0.6% | +$28.9K | 0.15% | 101 |
|
|
2019
Q3 | $4.81M | Buy |
44,310
+7,657
| +21% | +$832K | 0.15% | 102 |
|
|
2019
Q2 | $3.57M | Buy |
36,653
+8,641
| +31% | +$841K | 0.11% | 136 |
|
|
2019
Q1 | $2.55M | Buy |
28,012
+1,779
| +7% | +$162K | 0.08% | 173 |
|
|
2018
Q4 | $2.39M | Buy |
+26,233
| New | +$2.39M | 0.09% | 131 |
|
|
2017
Q2 | – | Sell |
-2,931
| Closed | -$236K | – | 158 |
|
|
2017
Q1 | $236K | Buy |
+2,931
| New | +$236K | 0.01% | 123 |
|
|
2016
Q4 | – | Sell |
-2,616
| Closed | -$226K | – | 123 |
|
|
2016
Q3 | $226K | Hold |
2,616
| – | – | 0.01% | 119 |
|
|
2016
Q2 | $227K | Sell |
2,616
-250
| -9% | -$21.7K | 0.02% | 120 |
|
|
2016
Q1 | $215K | Buy |
+2,866
| New | +$215K | 0.01% | 121 |
|