L.J. Altfest & Co’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$814K Buy
9,338
+94
+1% +$8.19K 0.1% 144
2025
Q1
$831K Sell
9,244
-8,883
-49% -$798K 0.1% 136
2024
Q4
$721K Buy
18,127
+9,018
+99% +$359K 0.09% 153
2024
Q3
$820K Sell
9,109
-367
-4% -$33K 0.11% 148
2024
Q2
$746K Buy
9,476
+42
+0.4% +$3.31K 0.1% 140
2024
Q1
$822K Buy
9,434
+133
+1% +$11.6K 0.12% 131
2023
Q4
$766K Sell
9,301
-7,067
-43% -$582K 0.11% 135
2023
Q3
$1.28M Buy
16,368
+329
+2% +$25.8K 0.2% 83
2023
Q2
$1.41M Buy
16,039
+59
+0.4% +$5.2K 0.21% 76
2023
Q1
$1.29M Buy
15,980
+92
+0.6% +$7.42K 0.2% 76
2022
Q4
$1.24M Sell
15,888
-969
-6% -$75.3K 0.2% 80
2022
Q3
$1.36M Buy
16,857
+635
+4% +$51.3K 0.26% 59
2022
Q2
$1.46M Buy
16,222
+2,767
+21% +$248K 0.26% 58
2022
Q1
$1.49M Buy
13,455
+4,562
+51% +$506K 0.27% 61
2021
Q4
$920K Buy
8,893
+468
+6% +$48.4K 0.18% 99
2021
Q3
$1.06M Buy
8,425
+7
+0.1% +$877 0.22% 78
2021
Q2
$1.05M Sell
8,418
-153
-2% -$19K 0.23% 81
2021
Q1
$1.01M Sell
8,571
-8,346
-49% -$985K 0.24% 84
2020
Q4
$1.98M Buy
16,917
+1,411
+9% +$165K 0.49% 36
2020
Q3
$1.61M Sell
15,506
-1,629
-10% -$169K 0.43% 38
2020
Q2
$1.57M Buy
17,135
+8,983
+110% +$824K 0.45% 40
2020
Q1
$735K Sell
8,152
-49
-0.6% -$4.42K 0.23% 72
2019
Q4
$930K Sell
8,201
-249
-3% -$28.2K 0.23% 67
2019
Q3
$918K Sell
8,450
-31
-0.4% -$3.37K 0.24% 66
2019
Q2
$826K Buy
8,481
+32
+0.4% +$3.12K 0.22% 75
2019
Q1
$770K Sell
8,449
-434
-5% -$39.6K 0.19% 74
2018
Q4
$808K Hold
8,883
0.23% 63
2018
Q3
$874K Sell
8,883
-349
-4% -$34.3K 0.25% 72
2018
Q2
$790K Buy
9,232
+1
+0% +$86 0.29% 68
2018
Q1
$741K Sell
9,231
-380
-4% -$30.5K 0.32% 72
2017
Q4
$776K Sell
9,611
-418
-4% -$33.8K 0.29% 75
2017
Q3
$780K Sell
10,029
-109
-1% -$8.48K 0.38% 70
2017
Q2
$900K Buy
10,138
+1,214
+14% +$108K 0.54% 56
2017
Q1
$719K Sell
8,924
-36
-0.4% -$2.9K 0.29% 69
2016
Q4
$638K Buy
8,960
+24
+0.3% +$1.71K 0.32% 71
2016
Q3
$772K Sell
8,936
-43
-0.5% -$3.72K 0.51% 59
2016
Q2
$779K Hold
8,979
0.54% 60
2016
Q1
$673K Sell
8,979
-392
-4% -$29.4K 0.69% 47
2015
Q4
$721K Sell
9,371
-250
-3% -$19.2K 0.71% 48
2015
Q3
$644K Buy
9,621
+198
+2% +$13.3K 0.64% 50
2015
Q2
$698K Buy
9,423
+53
+0.6% +$3.93K 0.64% 52
2015
Q1
$731K Sell
9,370
-399
-4% -$31.1K 0.68% 51
2014
Q4
$705K Buy
+9,769
New +$705K 0.58% 58
2014
Q3
Sell
-10,768
Closed -$685K 67
2014
Q2
$685K Buy
+10,768
New +$685K 0.67% 51
2014
Q1
Sell
-12,967
Closed -$744K 111
2013
Q4
$744K Buy
+12,967
New +$744K 0.63% 55