Mascoma Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-16
| Closed | -$1.54K | – | 531 |
|
|
2025
Q4 | $1.54K | Buy |
+16
| New | +$1.55K | ﹤0.01% | 427 |
|
|
2025
Q1 | – | Sell |
-37
| Closed | -$2.96K | – | 521 |
|
|
2024
Q4 | $2.96K | Buy |
+37
| New | +$3.2K | ﹤0.01% | 450 |
|
|
2024
Q3 | – | Sell |
-110
| Closed | -$8.66K | – | 476 |
|
|
2024
Q2 | $8.66K | Hold |
110
| – | – | ﹤0.01% | 350 |
|
|
2024
Q1 | $9.59K | Hold |
110
| – | – | ﹤0.01% | 317 |
|
|
2023
Q4 | $9.06K | Sell |
110
-110
| -50% | -$8.38K | ﹤0.01% | 325 |
|
|
2023
Q3 | $17.2K | Hold |
220
| – | – | 0.01% | 285 |
|
|
2023
Q2 | $18.1K | Sell |
220
-92
| -29% | -$7.92K | 0.01% | 275 |
|
|
2023
Q1 | $28.4K | Hold |
312
| – | – | 0.01% | 299 |
|
|
2022
Q4 | $24.2K | Sell |
312
-50
| -14% | -$4.05K | 0.01% | 312 |
|
|
2022
Q3 | $29K | Sell |
362
-24
| -6% | -$2.16K | 0.01% | 294 |
|
|
2022
Q2 | $35K | Sell |
386
-8
| -2% | -$811 | 0.01% | 287 |
|
|
2022
Q1 | $44K | Buy |
394
+116
| +42% | +$12.3K | 0.01% | 278 |
|
|
2021
Q4 | $29K | Buy |
278
+8
| +3% | +$926 | 0.01% | 282 |
|
|
2021
Q3 | $34K | Buy |
+270
| New | +$34.9K | 0.01% | 240 |
|
|
2021
Q2 | – | Sell |
-270
| Closed | -$32K | – | 314 |
|
|
2021
Q1 | $32K | Buy |
+270
| New | +$31.6K | 0.01% | 254 |
|
|
2019
Q1 | – | Sell |
-130
| Closed | -$12K | – | 407 |
|
|
2018
Q4 | $12K | Sell |
130
-143
| -52% | -$13.4K | 0.01% | 247 |
|
|
2018
Q3 | $27K | Hold |
273
| – | – | 0.02% | 211 |
|
|
2018
Q2 | $23K | Hold |
273
| – | – | 0.02% | 213 |
|
|
2018
Q1 | $22K | Hold |
273
| – | – | 0.01% | 214 |
|
|
2017
Q4 | $23K | Buy |
273
+40
| +17% | +$3.2K | 0.01% | 204 |
|
|
2017
Q3 | $18K | Hold |
233
| – | – | 0.01% | 240 |
|
|
2017
Q2 | $21K | Sell |
233
-600
| -72% | -$50.6K | 0.01% | 234 |
|
|
2017
Q1 | $67K | Hold |
833
| – | – | 0.05% | 126 |
|
|
2016
Q4 | $59K | Buy |
+833
| New | +$65.4K | 0.04% | 133 |
|
Other funds holding MDT
VCM
VPM
