MSFP
Mark Sheptoff Financial Planning’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
3,058
+100
| +3% | +$8.72K | 0.14% | 86 |
|
|
2025
Q1 | $266K | Buy |
2,958
+50
| +2% | +$4.49K | 0.15% | 77 |
|
|
2024
Q4 | $232K | Buy |
2,908
+100
| +4% | +$7.99K | 0.12% | 86 |
|
|
2024
Q3 | $253K | Sell |
2,808
-50
| -2% | -$4.5K | 0.13% | 84 |
|
|
2024
Q2 | $225K | Sell |
2,858
-100
| -3% | -$7.87K | 0.13% | 88 |
|
|
2024
Q1 | $258K | Buy |
2,958
+50
| +2% | +$4.36K | 0.14% | 83 |
|
|
2023
Q4 | $240K | Sell |
2,908
-650
| -18% | -$53.5K | 0.14% | 79 |
|
|
2023
Q3 | $279K | Hold |
3,558
| – | – | 0.18% | 69 |
|
|
2023
Q2 | $313K | Sell |
3,558
-161
| -4% | -$14.2K | 0.18% | 71 |
|
|
2023
Q1 | $300K | Sell |
3,719
-149
| -4% | -$12K | 0.17% | 79 |
|
|
2022
Q4 | $301K | Sell |
3,868
-31
| -0.8% | -$2.41K | 0.18% | 77 |
|
|
2022
Q3 | $315K | Sell |
3,899
-1,128
| -22% | -$91.1K | 0.19% | 68 |
|
|
2022
Q2 | $451K | Sell |
5,027
-199
| -4% | -$17.9K | 0.26% | 64 |
|
|
2022
Q1 | $580K | Buy |
5,226
+200
| +4% | +$22.2K | 0.29% | 59 |
|
|
2021
Q4 | $520K | Buy |
5,026
+1
| +0% | +$103 | 0.25% | 64 |
|
|
2021
Q3 | $630K | Sell |
5,025
-799
| -14% | -$100K | 0.35% | 55 |
|
|
2021
Q2 | $723K | Buy |
5,824
+1
| +0% | +$124 | 0.39% | 45 |
|
|
2021
Q1 | $688K | Sell |
5,823
-199
| -3% | -$23.5K | 0.39% | 50 |
|
|
2020
Q4 | $705K | Buy |
6,022
+200
| +3% | +$23.4K | 0.4% | 51 |
|
|
2020
Q3 | $605K | Buy |
5,822
+1
| +0% | +$104 | 0.37% | 47 |
|
|
2020
Q2 | $534K | Sell |
5,821
-949
| -14% | -$87.1K | 0.35% | 48 |
|
|
2020
Q1 | $611K | Buy |
6,770
+4,385
| +184% | +$396K | 0.46% | 43 |
|
|
2019
Q4 | $271K | Hold |
2,385
| – | – | 0.17% | 80 |
|
|
2019
Q3 | $259K | Buy |
2,385
+130
| +6% | +$14.1K | 0.17% | 82 |
|
|
2019
Q2 | $220K | Hold |
2,255
| – | – | 0.15% | 90 |
|
|
2019
Q1 | $205K | Buy |
2,255
+32
| +1% | +$2.91K | 0.15% | 96 |
|
|
2018
Q4 | $202K | Buy |
2,223
+250
| +13% | +$22.7K | 0.17% | 80 |
|
|
2018
Q3 | $194K | Hold |
1,973
| – | – | 0.13% | 103 |
|
|
2018
Q2 | $169K | Sell |
1,973
-5,916
| -75% | -$507K | 0.13% | 106 |
|
|
2018
Q1 | $633K | Hold |
7,889
| – | – | 0.44% | 56 |
|
|
2017
Q4 | $637K | Hold |
7,889
| – | – | 0.41% | 59 |
|
|
2017
Q3 | $614K | Hold |
7,889
| – | – | 0.41% | 58 |
|
|
2017
Q2 | $700K | Sell |
7,889
-1
| -0% | -$89 | 0.48% | 55 |
|
|
2017
Q1 | $636K | Buy |
7,890
+1
| +0% | +$81 | 0.45% | 56 |
|
|
2016
Q4 | $562K | Hold |
7,889
| – | – | 0.42% | 61 |
|
|
2016
Q3 | $682K | Hold |
7,889
| – | – | 0.51% | 49 |
|
|
2016
Q2 | $685K | Hold |
7,889
| – | – | 0.51% | 50 |
|
|
2016
Q1 | $592K | Sell |
7,889
-95
| -1% | -$7.13K | 0.48% | 49 |
|
|
2015
Q4 | $614K | Buy |
7,984
+95
| +1% | +$7.31K | 0.5% | 54 |
|
|
2015
Q3 | $528K | Sell |
7,889
-105
| -1% | -$7.03K | 0.46% | 56 |
|
|
2015
Q2 | $592K | Sell |
7,994
-606
| -7% | -$44.9K | 0.48% | 57 |
|
|
2015
Q1 | $671K | Buy |
+8,600
| New | +$671K | 0.56% | 50 |
|
|
2014
Q4 | – | Sell |
-7,781
| Closed | -$482K | – | 333 |
|
|
2014
Q3 | $482K | Hold |
7,781
| – | – | 0.43% | 63 |
|
|
2014
Q2 | $496K | Hold |
7,781
| – | – | 0.42% | 62 |
|
|
2014
Q1 | $479K | Buy |
+7,781
| New | +$479K | 0.42% | 61 |
|