Mission Wealth 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 | $380K | Sell |
4,360
-598
| -12% | -$52.1K | 0.01% | 515 |
|
|
2025
Q1 | $446K | Sell |
4,958
-493
| -9% | -$44.3K | 0.01% | 461 |
|
|
2024
Q4 | $435K | Sell |
5,451
-19
| -0.3% | -$1.52K | 0.01% | 434 |
|
|
2024
Q3 | $492K | Sell |
5,470
-200
| -4% | -$18K | 0.01% | 417 |
|
|
2024
Q2 | $446K | Sell |
5,670
-581
| -9% | -$45.7K | 0.01% | 415 |
|
|
2024
Q1 | $545K | Buy |
6,251
+718
| +13% | +$62.6K | 0.01% | 393 |
|
|
2023
Q4 | $456K | Sell |
5,533
-593
| -10% | -$48.9K | 0.01% | 373 |
|
|
2023
Q3 | $480K | Buy |
6,126
+74
| +1% | +$5.8K | 0.02% | 332 |
|
|
2023
Q2 | $533K | Sell |
6,052
-289
| -5% | -$25.5K | 0.02% | 321 |
|
|
2023
Q1 | $511K | Buy |
6,341
+40
| +0.6% | +$3.23K | 0.02% | 316 |
|
|
2022
Q4 | $490K | Sell |
6,301
-352
| -5% | -$27.4K | 0.02% | 309 |
|
|
2022
Q3 | $537K | Sell |
6,653
-73
| -1% | -$5.89K | 0.03% | 274 |
|
|
2022
Q2 | $604K | Sell |
6,726
-634
| -9% | -$56.9K | 0.03% | 263 |
|
|
2022
Q1 | $816K | Sell |
7,360
-361
| -5% | -$40K | 0.04% | 219 |
|
|
2021
Q4 | $799K | Buy |
7,721
+1,017
| +15% | +$105K | 0.04% | 212 |
|
|
2021
Q3 | $840K | Buy |
6,704
+353
| +6% | +$44.2K | 0.04% | 194 |
|
|
2021
Q2 | $788K | Sell |
6,351
-292
| -4% | -$36.2K | 0.04% | 196 |
|
|
2021
Q1 | $785K | Buy |
6,643
+322
| +5% | +$38.1K | 0.05% | 175 |
|
|
2020
Q4 | $740K | Buy |
6,321
+203
| +3% | +$23.8K | 0.05% | 171 |
|
|
2020
Q3 | $636K | Buy |
6,118
+1,792
| +41% | +$186K | 0.05% | 168 |
|
|
2020
Q2 | $397K | Buy |
4,326
+319
| +8% | +$29.3K | 0.03% | 209 |
|
|
2020
Q1 | $361K | Sell |
4,007
-57
| -1% | -$5.14K | 0.04% | 193 |
|
|
2019
Q4 | $461K | Sell |
4,064
-147
| -3% | -$16.7K | 0.04% | 191 |
|
|
2019
Q3 | $457K | Sell |
4,211
-58
| -1% | -$6.29K | 0.05% | 181 |
|
|
2019
Q2 | $416K | Sell |
4,269
-937
| -18% | -$91.3K | 0.05% | 191 |
|
|
2019
Q1 | $474K | Buy |
5,206
+1,228
| +31% | +$112K | 0.06% | 173 |
|
|
2018
Q4 | $362K | Sell |
3,978
-845
| -18% | -$76.9K | 0.05% | 178 |
|
|
2018
Q3 | $474K | Buy |
4,823
+173
| +4% | +$17K | 0.06% | 161 |
|
|
2018
Q2 | $398K | Buy |
+4,650
| New | +$398K | 0.06% | 162 |
|
|
2018
Q1 | – | Sell |
-4,050
| Closed | -$327K | – | 251 |
|
|
2017
Q4 | $327K | Buy |
+4,050
| New | +$327K | 0.06% | 142 |
|
|
2017
Q3 | – | Sell |
-2,292
| Closed | -$203K | – | 211 |
|
|
2017
Q2 | $203K | Buy |
+2,292
| New | +$203K | 0.04% | 179 |
|