Montag & Caldwell’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-49
| Closed | -$4.4K | – | 126 |
|
|
2025
Q1 | $4.4K | Hold |
49
| – | – | ﹤0.01% | 121 |
|
|
2024
Q4 | $3.91K | Buy |
+49
| New | +$3.91K | ﹤0.01% | 131 |
|
|
2017
Q3 | – | Sell |
-612,185
| Closed | -$54.3M | – | 88 |
|
|
2017
Q2 | $54.3M | Sell |
612,185
-305,430
| -33% | -$27.1M | 1.6% | 30 |
|
|
2017
Q1 | $73.9M | Sell |
917,615
-272,281
| -23% | -$21.9M | 2.12% | 25 |
|
|
2016
Q4 | $84.8M | Sell |
1,189,896
-1,343,332
| -53% | -$95.7M | 2.05% | 27 |
|
|
2016
Q3 | $219M | Buy |
2,533,228
+214,528
| +9% | +$18.5M | 4.6% | 5 |
|
|
2016
Q2 | $201M | Buy |
2,318,700
+324,802
| +16% | +$28.2M | 4.1% | 7 |
|
|
2016
Q1 | $150M | Buy |
+1,993,898
| New | +$150M | 2.74% | 16 |
|
|
2015
Q1 | – | Sell |
-3,150
| Closed | -$227K | – | 113 |
|
|
2014
Q4 | $227K | Buy |
+3,150
| New | +$227K | ﹤0.01% | 110 |
|
|
2014
Q3 | – | Sell |
-3,150
| Closed | -$201K | – | 107 |
|
|
2014
Q2 | $201K | Buy |
+3,150
| New | +$201K | ﹤0.01% | 101 |
|