MHS
M Holdings Securities’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $995K | Buy |
+11,546
| New | +$995K | 0.17% | 90 |
|
|
2024
Q3 | – | Sell |
-8,515
| Closed | -$673K | – | 220 |
|
|
2024
Q2 | $673K | Buy |
+8,515
| New | +$673K | 0.09% | 128 |
|
|
2023
Q3 | – | Sell |
-6,792
| Closed | -$598K | – | 244 |
|
|
2023
Q2 | $598K | Sell |
6,792
-1,249
| -16% | -$110K | 0.12% | 68 |
|
|
2023
Q1 | $644K | Buy |
8,041
+67
| +0.8% | +$5.37K | 0.07% | 150 |
|
|
2022
Q4 | $620K | Sell |
7,974
-211
| -3% | -$16.4K | 0.07% | 216 |
|
|
2022
Q3 | $661K | Buy |
8,185
+491
| +6% | +$39.7K | 0.07% | 195 |
|
|
2022
Q2 | $691K | Sell |
7,694
-137
| -2% | -$12.3K | 0.07% | 196 |
|
|
2022
Q1 | $869K | Buy |
+7,831
| New | +$869K | 0.07% | 204 |
|
|
2021
Q2 | – | Sell |
-9,273
| Closed | -$1.1M | – | 375 |
|
|
2021
Q1 | $1.1M | Buy |
+9,273
| New | +$1.1M | 0.1% | 185 |
|
|
2020
Q2 | – | Sell |
-11,246
| Closed | -$1.01M | – | 204 |
|
|
2020
Q1 | $1.01M | Buy |
+11,246
| New | +$1.01M | 0.15% | 140 |
|
|
2019
Q2 | – | Sell |
-6,075
| Closed | -$553K | – | 283 |
|
|
2019
Q1 | $553K | Buy |
6,075
+211
| +4% | +$19.2K | 0.13% | 189 |
|
|
2018
Q4 | $533K | Buy |
5,864
+34
| +0.6% | +$3.09K | 0.17% | 162 |
|
|
2018
Q3 | $573K | Sell |
5,830
-573
| -9% | -$56.3K | 0.15% | 175 |
|
|
2018
Q2 | $548K | Sell |
6,403
-2,450
| -28% | -$210K | 0.15% | 179 |
|
|
2018
Q1 | $710K | Sell |
8,853
-3,831
| -30% | -$307K | 0.22% | 142 |
|
|
2017
Q4 | $1.02M | Buy |
12,684
+2,990
| +31% | +$241K | 0.31% | 92 |
|
|
2017
Q3 | $754K | Sell |
9,694
-970
| -9% | -$75.4K | 0.24% | 124 |
|
|
2017
Q2 | $946K | Buy |
10,664
+633
| +6% | +$56.2K | 0.32% | 89 |
|
|
2017
Q1 | $808K | Buy |
10,031
+587
| +6% | +$47.3K | 0.31% | 93 |
|
|
2016
Q4 | $673K | Buy |
9,444
+2,577
| +38% | +$184K | 0.23% | 100 |
|
|
2016
Q3 | $593K | Buy |
6,867
+115
| +2% | +$9.93K | 0.27% | 110 |
|
|
2016
Q2 | $586K | Buy |
6,752
+1,272
| +23% | +$110K | 0.3% | 99 |
|
|
2016
Q1 | $411K | Sell |
5,480
-253
| -4% | -$19K | 0.25% | 119 |
|
|
2015
Q4 | $441K | Hold |
5,733
| – | – | 0.3% | 102 |
|
|
2015
Q3 | $384K | Buy |
5,733
+426
| +8% | +$28.5K | 0.27% | 111 |
|
|
2015
Q2 | $393K | Sell |
5,307
-400
| -7% | -$29.6K | 0.26% | 111 |
|
|
2015
Q1 | $445K | Buy |
+5,707
| New | +$445K | 0.29% | 106 |
|
|
2014
Q4 | – | Sell |
-7,247
| Closed | -$363K | – | 332 |
|
|
2014
Q3 | $363K | Buy |
+7,247
| New | +$363K | 0.2% | 115 |
|