Meritage Portfolio Management’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.22M Sell
36,921
-2,676
-7% -$233K 0.2% 135
2025
Q1
$3.56M Sell
39,597
-351
-0.9% -$31.5K 0.24% 120
2024
Q4
$3.19M Buy
+39,948
New +$3.19M 0.2% 130
2023
Q4
Sell
-37,936
Closed -$2.97M 345
2023
Q3
$2.97M Sell
37,936
-520
-1% -$40.8K 0.22% 136
2023
Q2
$3.39M Buy
38,456
+1,548
+4% +$136K 0.24% 136
2023
Q1
$2.98M Buy
36,908
+1,278
+4% +$103K 0.22% 141
2022
Q4
$2.77M Buy
35,630
+14,007
+65% +$1.09M 0.22% 148
2022
Q3
$1.75M Buy
+21,623
New +$1.75M 0.14% 175
2015
Q3
Sell
-3,235
Closed -$240K 207
2015
Q2
$240K Buy
3,235
+535
+20% +$39.7K 0.03% 201
2015
Q1
$210K Buy
+2,700
New +$210K 0.02% 204
2014
Q3
Sell
-59,045
Closed -$3.77M 208
2014
Q2
$3.77M Buy
59,045
+940
+2% +$59.9K 0.41% 148
2014
Q1
$3.58M Buy
58,105
+775
+1% +$47.7K 0.43% 135
2013
Q4
$3.29M Sell
57,330
-2,670
-4% -$153K 0.41% 130
2013
Q3
$3.2M Buy
60,000
+1,870
+3% +$99.6K 0.41% 126
2013
Q2
$2.99M Buy
+58,130
New +$2.99M 0.43% 120