KFS
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Kurt F. Somerville’s Medtronic MDT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$449K Sell
5,155
-7,256
-58% -$633K 0.08% 73
2025
Q1
$1.12M Sell
12,411
-45,139
-78% -$4.06M 0.19% 53
2024
Q4
$4.6M Sell
57,550
-22,668
-28% -$1.81M 0.77% 33
2024
Q3
$7.22M Sell
80,218
-1,382
-2% -$124K 1.16% 29
2024
Q2
$6.42M Buy
81,600
+286
+0.4% +$22.5K 1.08% 27
2024
Q1
$7.09M Buy
81,314
+4,035
+5% +$352K 1.21% 27
2023
Q4
$6.37M Buy
77,279
+9,865
+15% +$813K 1.2% 28
2023
Q3
$5.28M Buy
67,414
+6,482
+11% +$508K 1.06% 30
2023
Q2
$5.37M Buy
60,932
+11,095
+22% +$977K 1.02% 30
2023
Q1
$4.02M Buy
49,837
+22,389
+82% +$1.81M 0.73% 34
2022
Q4
$2.13M Sell
27,448
-25,475
-48% -$1.98M 0.41% 41
2022
Q3
$4.27M Buy
52,923
+7,578
+17% +$612K 0.86% 35
2022
Q2
$4.07M Buy
45,345
+21,190
+88% +$1.9M 0.77% 37
2022
Q1
$2.68M Buy
+24,155
New +$2.68M 0.43% 43
2015
Q3
Sell
-3,917
Closed -$291K 132
2015
Q2
$291K Buy
3,917
+171
+5% +$12.7K 0.07% 102
2015
Q1
$292K Buy
3,746
+816
+28% +$63.6K 0.07% 103
2014
Q4
$212K Buy
+2,930
New +$212K 0.05% 124