Moneta Group Investment 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 | $948K | Sell |
10,871
-184
| -2% | -$16K | 0.01% | 318 |
|
|
2025
Q1 | $993K | Buy |
11,055
+1,205
| +12% | +$108K | 0.01% | 292 |
|
|
2024
Q4 | $787K | Buy |
9,850
+121
| +1% | +$9.67K | 0.01% | 315 |
|
|
2024
Q3 | $876K | Sell |
9,729
-2,329
| -19% | -$210K | 0.01% | 294 |
|
|
2024
Q2 | $949K | Sell |
12,058
-1,192
| -9% | -$93.8K | 0.02% | 276 |
|
|
2024
Q1 | $1.15M | Sell |
13,250
-176
| -1% | -$15.3K | 0.02% | 251 |
|
|
2023
Q4 | $1.11M | Sell |
13,426
-2,102
| -14% | -$173K | 0.02% | 228 |
|
|
2023
Q3 | $1.22M | Buy |
15,528
+791
| +5% | +$62K | 0.03% | 199 |
|
|
2023
Q2 | $1.3M | Sell |
14,737
-112
| -0.8% | -$9.87K | 0.03% | 204 |
|
|
2023
Q1 | $1.2M | Buy |
14,849
+2,650
| +22% | +$214K | 0.03% | 200 |
|
|
2022
Q4 | $1.02M | Buy |
12,199
+1,115
| +10% | +$93.3K | 0.03% | 203 |
|
|
2022
Q3 | $895K | Sell |
11,084
-916
| -8% | -$74K | 0.03% | 201 |
|
|
2022
Q2 | $1.08M | Buy |
12,000
+1,229
| +11% | +$110K | 0.04% | 199 |
|
|
2022
Q1 | $1.2M | Sell |
10,771
-307
| -3% | -$34.1K | 0.05% | 180 |
|
|
2021
Q4 | $1.15M | Sell |
11,078
-290
| -3% | -$30K | 0.05% | 187 |
|
|
2021
Q3 | $1.43M | Sell |
11,368
-64
| -0.6% | -$8.02K | 0.07% | 153 |
|
|
2021
Q2 | $1.42M | Buy |
11,432
+2,730
| +31% | +$339K | 0.07% | 160 |
|
|
2021
Q1 | $1.03M | Buy |
8,702
+2,829
| +48% | +$334K | 0.05% | 174 |
|
|
2020
Q4 | $688K | Buy |
5,873
+2,149
| +58% | +$252K | 0.05% | 169 |
|
|
2020
Q3 | $387K | Buy |
3,724
+365
| +11% | +$37.9K | 0.03% | 194 |
|
|
2020
Q2 | $308K | Buy |
3,359
+698
| +26% | +$64K | 0.03% | 208 |
|
|
2020
Q1 | $240K | Sell |
2,661
-63
| -2% | -$5.68K | 0.03% | 210 |
|
|
2019
Q4 | $309K | Buy |
2,724
+321
| +13% | +$36.4K | 0.03% | 204 |
|
|
2019
Q3 | $261K | Buy |
+2,403
| New | +$261K | 0.02% | 219 |
|
|
2018
Q4 | – | Sell |
-2,668
| Closed | -$262K | – | 231 |
|
|
2018
Q3 | $262K | Sell |
2,668
-74
| -3% | -$7.27K | 0.03% | 192 |
|
|
2018
Q2 | $235K | Buy |
2,742
+288
| +12% | +$24.7K | 0.03% | 232 |
|
|
2018
Q1 | $197K | Sell |
2,454
-3,735
| -60% | -$300K | 0.03% | 194 |
|
|
2017
Q4 | $500K | Sell |
6,189
-239
| -4% | -$19.3K | 0.08% | 118 |
|
|
2017
Q3 | $500K | Buy |
+6,428
| New | +$500K | 0.08% | 117 |
|
|
2015
Q4 | – | Sell |
-190
| Closed | -$13K | – | 307 |
|
|
2015
Q3 | $13K | Buy |
+190
| New | +$13K | ﹤0.01% | 387 |
|