LVW 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 | $2.43M | Buy |
27,889
+3,290
| +13% | +$287K | 0.27% | 49 |
|
2025
Q1 | $2.21M | Buy |
24,599
+4,892
| +25% | +$440K | 0.26% | 50 |
|
2024
Q4 | $1.57M | Buy |
19,707
+1,358
| +7% | +$108K | 0.19% | 77 |
|
2024
Q3 | $1.65M | Buy |
18,349
+6,231
| +51% | +$561K | 0.21% | 74 |
|
2024
Q2 | $954K | Sell |
12,118
-3,774
| -24% | -$297K | 0.14% | 98 |
|
2024
Q1 | $1.38M | Buy |
15,892
+3,271
| +26% | +$285K | 0.23% | 71 |
|
2023
Q4 | $1.04M | Sell |
12,621
-7,437
| -37% | -$613K | 0.19% | 82 |
|
2023
Q3 | $1.57M | Sell |
20,058
-9,407
| -32% | -$737K | 0.32% | 64 |
|
2023
Q2 | $2.6M | Sell |
29,465
-1,110
| -4% | -$97.8K | 0.5% | 53 |
|
2023
Q1 | $2.46M | Buy |
30,575
+6,612
| +28% | +$533K | 0.48% | 51 |
|
2022
Q4 | $1.86M | Sell |
23,963
-3,028
| -11% | -$235K | 0.38% | 64 |
|
2022
Q3 | $2.18M | Sell |
26,991
-506
| -2% | -$40.9K | 0.49% | 54 |
|
2022
Q2 | $2.47M | Buy |
27,497
+2,254
| +9% | +$202K | 0.5% | 53 |
|
2022
Q1 | $2.8M | Buy |
25,243
+1,418
| +6% | +$157K | 0.47% | 54 |
|
2021
Q4 | $2.47M | Sell |
23,825
-1,649
| -6% | -$171K | 0.42% | 53 |
|
2021
Q3 | $3.19M | Sell |
25,474
-28
| -0.1% | -$3.51K | 0.55% | 49 |
|
2021
Q2 | $3.17M | Sell |
25,502
-658
| -3% | -$81.7K | 0.56% | 50 |
|
2021
Q1 | $3.09M | Sell |
26,160
-157
| -0.6% | -$18.5K | 0.59% | 49 |
|
2020
Q4 | $3.08M | Buy |
26,317
+861
| +3% | +$101K | 0.62% | 43 |
|
2020
Q3 | $2.65M | Buy |
25,456
+448
| +2% | +$46.5K | 0.58% | 48 |
|
2020
Q2 | $2.29M | Buy |
+25,008
| New | +$2.29M | 0.55% | 48 |
|