Legacy Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,555
| Closed | -$1.23M | – | 246 |
|
|
2025
Q1 | $1.23M | Sell |
13,555
-299
| -2% | -$26.8K | 0.13% | 137 |
|
|
2024
Q4 | $1.11M | Buy |
13,854
+173
| +1% | +$15K | 0.11% | 147 |
|
|
2024
Q3 | $1.23M | Buy |
13,681
+648
| +5% | +$54.5K | 0.13% | 127 |
|
|
2024
Q2 | $1.03M | Sell |
13,033
-698
| -5% | -$57.2K | 0.13% | 125 |
|
|
2024
Q1 | $1.21M | Sell |
13,731
-10,338
| -43% | -$882K | 0.15% | 119 |
|
|
2023
Q4 | $2M | Sell |
24,069
-5,032
| -17% | -$384K | 0.26% | 82 |
|
|
2023
Q3 | $2.3M | Sell |
29,101
-356
| -1% | -$29.8K | 0.37% | 71 |
|
|
2023
Q2 | $2.6M | Sell |
29,457
-144
| -0.5% | -$12.4K | 0.39% | 61 |
|
|
2023
Q1 | $2.41M | Buy |
29,601
+444
| +2% | +$36.2K | 0.44% | 56 |
|
|
2022
Q4 | $2.29M | Buy |
29,157
+2,857
| +11% | +$232K | 0.42% | 51 |
|
|
2022
Q3 | $2.14M | Buy |
26,300
+1,890
| +8% | +$170K | 0.47% | 41 |
|
|
2022
Q2 | $2.21M | Buy |
24,410
+2,215
| +10% | +$224K | 0.46% | 39 |
|
|
2022
Q1 | $2.48M | Buy |
+22,195
| New | +$2.34M | 0.48% | 35 |
|
|
2019
Q3 | – | Sell |
-1,450
| Closed | -$141K | – | 244 |
|
|
2019
Q2 | $141K | Buy |
1,450
+350
| +32% | +$32K | 0.1% | 133 |
|
|
2019
Q1 | $100K | Buy |
+1,100
| New | +$98.5K | 0.03% | 155 |
|
|
2018
Q4 | – | Sell |
-3,100
| Closed | -$305K | – | 279 |
|
|
2018
Q3 | $305K | Buy |
3,100
+1,959
| +172% | +$181K | 0.15% | 113 |
|
|
2018
Q2 | $98K | Buy |
1,141
+41
| +4% | +$3.42K | 0.07% | 138 |
|
|
2018
Q1 | $88K | Buy |
1,100
+100
| +10% | +$8.25K | 0.07% | 125 |
|
|
2017
Q4 | $81K | Hold |
1,000
| – | – | 0.08% | 97 |
|
|
2017
Q3 | $77K | Hold |
1,000
| – | – | 0.09% | 82 |
|
|
2017
Q2 | $88K | Hold |
1,000
| – | – | 0.11% | 75 |
|
|
2017
Q1 | $80K | Hold |
1,000
| – | – | 0.11% | 73 |
|
|
2016
Q4 | $71K | Buy |
+1,000
| New | +$78.6K | 0.1% | 84 |
|
Other funds holding MDT
