Mark Sheptoff Financial Planning’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
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|
2025
Q1 | $266K | Buy |
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|
2024
Q4 | $232K | Buy |
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|
2024
Q3 | $253K | Sell |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $258K | Buy |
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|
2023
Q4 | $240K | Sell |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $313K | Sell |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $451K | Sell |
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|
2022
Q1 | $580K | Buy |
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|
2021
Q4 | $520K | Buy |
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|
2021
Q3 | $630K | Sell |
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|
2021
Q2 | $723K | Buy |
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|
2021
Q1 | $688K | Sell |
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|
2020
Q4 | $705K | Buy |
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|
2020
Q3 | $605K | Buy |
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|
2020
Q2 | $534K | Sell |
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|
2020
Q1 | $611K | Buy |
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|
2019
Q4 | $271K | Hold |
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|
2019
Q3 | $259K | Buy |
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|
2019
Q2 | $220K | Hold |
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|
2019
Q1 | $205K | Buy |
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|
2018
Q4 | $202K | Buy |
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|
2018
Q3 | $194K | Hold |
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|
2018
Q2 | $169K | Sell |
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|
2018
Q1 | $633K | Hold |
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|
2017
Q4 | $637K | Hold |
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|
2017
Q3 | $614K | Hold |
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|
2017
Q2 | $700K | Sell |
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|
2017
Q1 | $636K | Buy |
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|
2016
Q4 | $562K | Hold |
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|
2016
Q3 | $682K | Hold |
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|
2016
Q2 | $685K | Hold |
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|
2016
Q1 | $592K | Sell |
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|
2015
Q4 | $614K | Buy |
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|
2015
Q3 | $528K | Sell |
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|
2015
Q2 | $592K | Sell |
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|
2015
Q1 | $671K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $482K | Hold |
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|
2014
Q2 | $496K | Hold |
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|
2014
Q1 | $479K | Buy |
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