Legacy Financial Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $545K | Sell |
6,250
-7,522
| -55% | -$656K | 0.09% | 189 |
|
2025
Q1 | $1.24M | Buy |
13,772
+489
| +4% | +$43.9K | 0.21% | 84 |
|
2024
Q4 | $1.06M | Buy |
13,283
+330
| +3% | +$26.4K | 0.18% | 101 |
|
2024
Q3 | $1.17M | Sell |
12,953
-237
| -2% | -$21.3K | 0.2% | 85 |
|
2024
Q2 | $1.04M | Sell |
13,190
-149
| -1% | -$11.7K | 0.18% | 87 |
|
2024
Q1 | $1.16M | Buy |
13,339
+29
| +0.2% | +$2.53K | 0.21% | 84 |
|
2023
Q4 | $1.1M | Sell |
13,310
-130
| -1% | -$10.7K | 0.21% | 77 |
|
2023
Q3 | $1.05M | Buy |
13,440
+561
| +4% | +$44K | 0.21% | 63 |
|
2023
Q2 | $1.13M | Buy |
12,879
+686
| +6% | +$60.4K | 0.21% | 62 |
|
2023
Q1 | $983K | Buy |
12,193
+4,386
| +56% | +$354K | 0.2% | 62 |
|
2022
Q4 | $607K | Sell |
7,807
-473
| -6% | -$36.8K | 0.13% | 91 |
|
2022
Q3 | $669K | Buy |
8,280
+939
| +13% | +$75.9K | 0.16% | 72 |
|
2022
Q2 | $659K | Sell |
7,341
-494
| -6% | -$44.3K | 0.16% | 67 |
|
2022
Q1 | $869K | Buy |
7,835
+2,387
| +44% | +$265K | 0.2% | 56 |
|
2021
Q4 | $564K | Sell |
5,448
-500
| -8% | -$51.8K | 0.13% | 82 |
|
2021
Q3 | $746K | Buy |
5,948
+590
| +11% | +$74K | 0.18% | 52 |
|
2021
Q2 | $665K | Buy |
5,358
+428
| +9% | +$53.1K | 0.17% | 54 |
|
2021
Q1 | $582K | Buy |
4,930
+118
| +2% | +$13.9K | 0.16% | 57 |
|
2020
Q4 | $564K | Sell |
4,812
-127
| -3% | -$14.9K | 0.16% | 56 |
|
2020
Q3 | $513K | Buy |
+4,939
| New | +$513K | 0.16% | 58 |
|
2020
Q1 | – | Sell |
-2,235
| Closed | -$254K | – | 98 |
|
2019
Q4 | $254K | Sell |
2,235
-13
| -0.6% | -$1.48K | 0.08% | 103 |
|
2019
Q3 | $244K | Sell |
2,248
-591
| -21% | -$64.1K | 0.08% | 101 |
|
2019
Q2 | $277K | Buy |
2,839
+612
| +27% | +$59.7K | 0.1% | 96 |
|
2019
Q1 | $203K | Buy |
2,227
+1,339
| +151% | +$122K | 0.07% | 108 |
|
2018
Q4 | $81K | Buy |
888
+464
| +109% | +$42.3K | 0.03% | 164 |
|
2018
Q3 | $41K | Sell |
424
-126
| -23% | -$12.2K | 0.01% | 274 |
|
2018
Q2 | $49K | Sell |
550
-1,354
| -71% | -$121K | 0.02% | 253 |
|
2018
Q1 | $151K | Buy |
1,904
+1,170
| +159% | +$92.8K | 0.06% | 136 |
|
2017
Q4 | $59K | Buy |
+734
| New | +$59K | 0.02% | 222 |
|