McDaniel Terry & Co’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $736K | Sell |
8,448
-120
| -1% | -$10.5K | 0.06% | 57 |
|
2025
Q1 | $770K | Hold |
8,568
| – | – | 0.07% | 55 |
|
2024
Q4 | $684K | Hold |
8,568
| – | – | 0.06% | 57 |
|
2024
Q3 | $771K | Buy |
8,568
+250
| +3% | +$22.5K | 0.06% | 53 |
|
2024
Q2 | $655K | Sell |
8,318
-273
| -3% | -$21.5K | 0.06% | 58 |
|
2024
Q1 | $749K | Sell |
8,591
-65
| -0.8% | -$5.67K | 0.07% | 57 |
|
2023
Q4 | $713K | Sell |
8,656
-225
| -3% | -$18.5K | 0.07% | 57 |
|
2023
Q3 | $696K | Buy |
8,881
+190
| +2% | +$14.9K | 0.07% | 57 |
|
2023
Q2 | $766K | Sell |
8,691
-416
| -5% | -$36.7K | 0.08% | 53 |
|
2023
Q1 | $734K | Buy |
9,107
+847
| +10% | +$68.3K | 0.08% | 50 |
|
2022
Q4 | $642K | Sell |
8,260
-28
| -0.3% | -$2.18K | 0.07% | 49 |
|
2022
Q3 | $669K | Hold |
8,288
| – | – | 0.09% | 48 |
|
2022
Q2 | $744K | Hold |
8,288
| – | – | 0.09% | 47 |
|
2022
Q1 | $920K | Sell |
8,288
-411
| -5% | -$45.6K | 0.1% | 45 |
|
2021
Q4 | $900K | Buy |
8,699
+812
| +10% | +$84K | 0.09% | 53 |
|
2021
Q3 | $989K | Hold |
7,887
| – | – | 0.12% | 42 |
|
2021
Q2 | $979K | Buy |
7,887
+35
| +0.4% | +$4.34K | 0.11% | 42 |
|
2021
Q1 | $928K | Buy |
7,852
+22
| +0.3% | +$2.6K | 0.11% | 43 |
|
2020
Q4 | $917K | Buy |
7,830
+73
| +0.9% | +$8.55K | 0.12% | 41 |
|
2020
Q3 | $806K | Sell |
7,757
-25
| -0.3% | -$2.6K | 0.11% | 41 |
|
2020
Q2 | $714K | Buy |
7,782
+66
| +0.9% | +$6.06K | 0.11% | 43 |
|
2020
Q1 | $696K | Buy |
7,716
+140
| +2% | +$12.6K | 0.13% | 39 |
|
2019
Q4 | $859K | Hold |
7,576
| – | – | 0.13% | 39 |
|
2019
Q3 | $823K | Buy |
7,576
+1,011
| +15% | +$110K | 0.13% | 39 |
|
2019
Q2 | $639K | Sell |
6,565
-16
| -0.2% | -$1.56K | 0.11% | 40 |
|
2019
Q1 | $599K | Sell |
6,581
-42
| -0.6% | -$3.82K | 0.1% | 39 |
|
2018
Q4 | $602K | Buy |
6,623
+30
| +0.5% | +$2.73K | 0.12% | 38 |
|
2018
Q3 | $649K | Buy |
6,593
+120
| +2% | +$11.8K | 0.11% | 38 |
|
2018
Q2 | $554K | Buy |
6,473
+216
| +3% | +$18.5K | 0.1% | 40 |
|
2018
Q1 | $502K | Hold |
6,257
| – | – | 0.09% | 39 |
|
2017
Q4 | $505K | Hold |
6,257
| – | – | 0.09% | 40 |
|
2017
Q3 | $487K | Hold |
6,257
| – | – | 0.09% | 41 |
|
2017
Q2 | $555K | Hold |
6,257
| – | – | 0.11% | 39 |
|
2017
Q1 | $504K | Sell |
6,257
-40
| -0.6% | -$3.22K | 0.1% | 41 |
|
2016
Q4 | $449K | Hold |
6,297
| – | – | 0.09% | 41 |
|
2016
Q3 | $544K | Sell |
6,297
-3,000
| -32% | -$259K | 0.12% | 38 |
|
2016
Q2 | $807K | Hold |
9,297
| – | – | 0.18% | 32 |
|
2016
Q1 | $697K | Hold |
9,297
| – | – | 0.16% | 32 |
|
2015
Q4 | $715K | Buy |
9,297
+228
| +3% | +$17.5K | 0.19% | 31 |
|
2015
Q3 | $607K | Hold |
9,069
| – | – | 0.17% | 31 |
|
2015
Q2 | $672K | Sell |
9,069
-189
| -2% | -$14K | 0.17% | 33 |
|
2015
Q1 | $722K | Buy |
9,258
+276
| +3% | +$21.5K | 0.18% | 30 |
|
2014
Q4 | $649K | Hold |
8,982
| – | – | 0.15% | 33 |
|
2014
Q3 | $556K | Buy |
8,982
+402
| +5% | +$24.9K | 0.13% | 35 |
|
2014
Q2 | $547K | Hold |
8,580
| – | – | 0.13% | 35 |
|
2014
Q1 | $528K | Sell |
8,580
-20
| -0.2% | -$1.23K | 0.13% | 39 |
|
2013
Q4 | $494K | Hold |
8,600
| – | – | 0.12% | 41 |
|
2013
Q3 | $458K | Hold |
8,600
| – | – | 0.13% | 43 |
|
2013
Q2 | $443K | Buy |
+8,600
| New | +$443K | 0.13% | 43 |
|