Meridian Wealth Advisors’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
2,536
-568
-18% -$49.5K 0.04% 169
2025
Q1
$279K Sell
3,104
-615
-17% -$55.3K 0.05% 150
2024
Q4
$297K Sell
3,719
-133
-3% -$10.6K 0.05% 146
2024
Q3
$347K Sell
3,852
-812
-17% -$73.1K 0.06% 139
2024
Q2
$367K Buy
4,664
+235
+5% +$18.5K 0.07% 134
2024
Q1
$386K Buy
4,429
+60
+1% +$5.23K 0.07% 127
2023
Q4
$360K Sell
4,369
-1,061
-20% -$87.4K 0.08% 130
2023
Q3
$425K Sell
5,430
-1,000
-16% -$78.4K 0.11% 113
2023
Q2
$566K Buy
6,430
+29
+0.5% +$2.56K 0.14% 101
2023
Q1
$516K Buy
6,401
+723
+13% +$58.3K 0.13% 110
2022
Q4
$441K Sell
5,678
-1,546
-21% -$120K 0.11% 122
2022
Q3
$583K Sell
7,224
-198
-3% -$16K 0.16% 100
2022
Q2
$666K Sell
7,422
-1,705
-19% -$153K 0.18% 104
2022
Q1
$1.01M Buy
9,127
+1,957
+27% +$217K 0.23% 85
2021
Q4
$742K Sell
7,170
-443
-6% -$45.8K 0.18% 101
2021
Q3
$954K Buy
7,613
+452
+6% +$56.6K 0.27% 81
2021
Q2
$889K Buy
7,161
+1,679
+31% +$208K 0.25% 84
2021
Q1
$648K Sell
5,482
-1,734
-24% -$205K 0.22% 91
2020
Q4
$845K Sell
7,216
-5,032
-41% -$589K 0.31% 71
2020
Q3
$1.27M Sell
12,248
-526
-4% -$54.7K 0.55% 42
2020
Q2
$1.17M Buy
12,774
+3,266
+34% +$299K 0.54% 43
2020
Q1
$857K Sell
9,508
-2,912
-23% -$262K 0.47% 44
2019
Q4
$1.41M Sell
12,420
-247
-2% -$28K 0.56% 33
2019
Q3
$1.38M Buy
12,667
+7,846
+163% +$852K 0.59% 35
2019
Q2
$497K Buy
4,821
+396
+9% +$40.8K 0.35% 65
2019
Q1
$403K Sell
4,425
-377
-8% -$34.3K 0.29% 74
2018
Q4
$437K Buy
+4,802
New +$437K 0.34% 60