Michael J. Puzo’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,051
| Closed | -$1.04M | – | 75 |
|
|
2024
Q4 | $1.04M | Sell |
13,051
-22,243
| -63% | -$1.78M | 0.29% | 41 |
|
|
2024
Q3 | $3.18M | Sell |
35,294
-10,730
| -23% | -$966K | 0.83% | 33 |
|
|
2024
Q2 | $3.62M | Sell |
46,024
-4,899
| -10% | -$386K | 1.01% | 31 |
|
|
2024
Q1 | $4.44M | Buy |
50,923
+3,019
| +6% | +$263K | 1.23% | 29 |
|
|
2023
Q4 | $3.95M | Buy |
47,904
+765
| +2% | +$63K | 1.25% | 30 |
|
|
2023
Q3 | $3.69M | Buy |
47,139
+355
| +0.8% | +$27.8K | 1.25% | 30 |
|
|
2023
Q2 | $4.12M | Buy |
46,784
+6,099
| +15% | +$537K | 1.3% | 30 |
|
|
2023
Q1 | $3.28M | Buy |
40,685
+25,612
| +170% | +$2.06M | 1.09% | 33 |
|
|
2022
Q4 | $1.17M | Sell |
15,073
-19,459
| -56% | -$1.51M | 0.42% | 42 |
|
|
2022
Q3 | $2.79M | Buy |
34,532
+6,792
| +24% | +$549K | 1.06% | 34 |
|
|
2022
Q2 | $2.49M | Buy |
27,740
+13,412
| +94% | +$1.2M | 0.88% | 36 |
|
|
2022
Q1 | $1.59M | Buy |
+14,328
| New | +$1.59M | 0.48% | 44 |
|
|
2015
Q4 | – | Sell |
-2,631
| Closed | -$176K | – | 98 |
|
|
2015
Q3 | $176K | Sell |
2,631
-127
| -5% | -$8.5K | 0.13% | 77 |
|
|
2015
Q2 | $204K | Buy |
2,758
+120
| +5% | +$8.88K | 0.13% | 79 |
|
|
2015
Q1 | $206K | Buy |
+2,638
| New | +$206K | 0.13% | 78 |
|