Marcum Wealth’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $712K | Buy |
7,927
+225
| +3% | +$20.2K | 0.06% | 152 |
|
|
2024
Q4 | $615K | Sell |
7,702
-944
| -11% | -$75.4K | 0.05% | 165 |
|
|
2024
Q3 | $778K | Sell |
8,646
-1,012
| -10% | -$91.1K | 0.07% | 138 |
|
|
2024
Q2 | $760K | Buy |
9,658
+66
| +0.7% | +$5.2K | 0.08% | 133 |
|
|
2024
Q1 | $836K | Sell |
9,592
-1,628
| -15% | -$142K | 0.08% | 123 |
|
|
2023
Q4 | $924K | Sell |
11,220
-1,070
| -9% | -$88.1K | 0.1% | 102 |
|
|
2023
Q3 | $963K | Buy |
12,290
+2,069
| +20% | +$162K | 0.12% | 89 |
|
|
2023
Q2 | $900K | Sell |
10,221
-813
| -7% | -$71.6K | 0.11% | 105 |
|
|
2023
Q1 | $890K | Buy |
11,034
+3,153
| +40% | +$254K | 0.11% | 106 |
|
|
2022
Q4 | $613K | Sell |
7,881
-1,141
| -13% | -$88.7K | 0.08% | 141 |
|
|
2022
Q3 | $729K | Buy |
9,022
+556
| +7% | +$44.9K | 0.11% | 111 |
|
|
2022
Q2 | $760K | Sell |
8,466
-341
| -4% | -$30.6K | 0.11% | 113 |
|
|
2022
Q1 | $977K | Buy |
8,807
+295
| +3% | +$32.7K | 0.13% | 98 |
|
|
2021
Q4 | $881K | Sell |
8,512
-583
| -6% | -$60.3K | 0.12% | 110 |
|
|
2021
Q3 | $1.14M | Buy |
9,095
+647
| +8% | +$81.1K | 0.18% | 82 |
|
|
2021
Q2 | $1.05M | Buy |
8,448
+298
| +4% | +$37K | 0.17% | 85 |
|
|
2021
Q1 | $963K | Buy |
8,150
+5,208
| +177% | +$615K | 0.16% | 96 |
|
|
2020
Q4 | $345K | Buy |
+2,942
| New | +$345K | 0.08% | 90 |
|