Lipe & Dalton’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Sell |
11,288
-850
| -7% | -$74.1K | 0.53% | 47 |
|
|
2025
Q1 | $1.09M | Sell |
12,138
-1,110
| -8% | -$99.8K | 0.61% | 46 |
|
|
2024
Q4 | $1.06M | Sell |
13,248
-472
| -3% | -$37.7K | 0.56% | 51 |
|
|
2024
Q3 | $1.24M | Sell |
13,720
-50
| -0.4% | -$4.5K | 0.62% | 50 |
|
|
2024
Q2 | $1.08M | Buy |
13,770
+710
| +5% | +$55.9K | 0.58% | 51 |
|
|
2024
Q1 | $1.14M | Buy |
13,060
+200
| +2% | +$17.4K | 0.59% | 47 |
|
|
2023
Q4 | $1.06M | Hold |
12,860
| – | – | 0.57% | 47 |
|
|
2023
Q3 | $1.01M | Buy |
12,860
+1
| +0% | +$78 | 0.61% | 48 |
|
|
2023
Q2 | $1.13M | Buy |
12,859
+827
| +7% | +$72.9K | 0.65% | 48 |
|
|
2023
Q1 | $970K | Sell |
12,032
-324
| -3% | -$26.1K | 0.56% | 49 |
|
|
2022
Q4 | $960K | Sell |
12,356
-399
| -3% | -$31K | 0.55% | 48 |
|
|
2022
Q3 | $1.03M | Buy |
12,755
+1,102
| +9% | +$89K | 0.65% | 46 |
|
|
2022
Q2 | $1.05M | Sell |
11,653
-149
| -1% | -$13.4K | 0.61% | 45 |
|
|
2022
Q1 | $1.31M | Buy |
11,802
+320
| +3% | +$35.5K | 0.64% | 42 |
|
|
2021
Q4 | $1.19M | Buy |
11,482
+6
| +0.1% | +$621 | 0.56% | 47 |
|
|
2021
Q3 | $1.44M | Sell |
11,476
-199
| -2% | -$24.9K | 0.74% | 39 |
|
|
2021
Q2 | $1.45M | Buy |
11,675
+1
| +0% | +$124 | 0.75% | 41 |
|
|
2021
Q1 | $1.38M | Sell |
11,674
-224
| -2% | -$26.5K | 0.77% | 41 |
|
|
2020
Q4 | $1.39M | Buy |
11,898
+101
| +0.9% | +$11.8K | 0.86% | 40 |
|
|
2020
Q3 | $1.23M | Sell |
11,797
-400
| -3% | -$41.6K | 0.85% | 38 |
|
|
2020
Q2 | $1.12M | Sell |
12,197
-99
| -0.8% | -$9.08K | 0.81% | 39 |
|
|
2020
Q1 | $1.11M | Sell |
12,296
-424
| -3% | -$38.2K | 0.94% | 37 |
|
|
2019
Q4 | $1.44M | Sell |
12,720
-224
| -2% | -$25.4K | 0.96% | 37 |
|
|
2019
Q3 | $1.41M | Sell |
12,944
-1,409
| -10% | -$153K | 1.03% | 35 |
|
|
2019
Q2 | $1.4M | Sell |
14,353
-200
| -1% | -$19.5K | 1% | 38 |
|
|
2019
Q1 | $1.33M | Sell |
14,553
-849
| -6% | -$77.3K | 0.97% | 38 |
|
|
2018
Q4 | $1.4M | Buy |
15,402
+1
| +0% | +$91 | 1.14% | 34 |
|
|
2018
Q3 | $1.52M | Buy |
15,401
+101
| +0.7% | +$9.94K | 1.03% | 35 |
|
|
2018
Q2 | $1.31M | Sell |
15,300
-204
| -1% | -$17.5K | 0.96% | 38 |
|
|
2018
Q1 | $1.24M | Sell |
15,504
-346
| -2% | -$27.8K | 0.89% | 39 |
|
|
2017
Q4 | $1.28M | Sell |
15,850
-1,177
| -7% | -$95.1K | 0.88% | 36 |
|
|
2017
Q3 | $1.32M | Sell |
17,027
-206
| -1% | -$16K | 0.93% | 34 |
|
|
2017
Q2 | $1.53M | Sell |
17,233
-1,490
| -8% | -$132K | 0.99% | 36 |
|
|
2017
Q1 | $1.51M | Sell |
18,723
-660
| -3% | -$53.2K | 1.09% | 33 |
|
|
2016
Q4 | $1.38M | Sell |
19,383
-30,304
| -61% | -$2.16M | 0.98% | 33 |
|
|
2016
Q3 | $4.29M | Sell |
49,687
-15,008
| -23% | -$1.3M | 2.87% | 11 |
|
|
2016
Q2 | $5.61M | Sell |
64,695
-3,863
| -6% | -$335K | 3.88% | 2 |
|
|
2016
Q1 | $5.14M | Sell |
68,558
-429
| -0.6% | -$32.2K | 4.04% | 4 |
|
|
2015
Q4 | $5.38M | Sell |
68,987
-3,100
| -4% | -$242K | 4.35% | 3 |
|
|
2015
Q3 | $4.83M | Sell |
72,087
-2,170
| -3% | -$145K | 4% | 5 |
|
|
2015
Q2 | $5.5M | Sell |
74,257
-3,115
| -4% | -$231K | 3.95% | 4 |
|
|
2015
Q1 | $6.03M | Sell |
77,372
-4,167
| -5% | -$325K | 4.16% | 3 |
|
|
2014
Q4 | $5.89M | Sell |
81,539
-7,475
| -8% | -$540K | 3.93% | 3 |
|
|
2014
Q3 | $5.51M | Sell |
89,014
-3,075
| -3% | -$190K | 3.61% | 5 |
|
|
2014
Q2 | $5.87M | Buy |
92,089
+900
| +1% | +$57.4K | 3.69% | 6 |
|
|
2014
Q1 | $5.42M | Sell |
91,189
-3,173
| -3% | -$189K | 3.63% | 6 |
|
|
2013
Q4 | $5.42M | Sell |
94,362
-4,954
| -5% | -$284K | 3.7% | 7 |
|
|
2013
Q3 | $5.29M | Buy |
99,316
+3,691
| +4% | +$197K | 3.88% | 6 |
|
|
2013
Q2 | $4.92M | Buy |
+95,625
| New | +$4.92M | 4.08% | 6 |
|