Morningstar Investment 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 | $1.98M | Buy |
22,762
+1,712
| +8% | +$149K | 0.17% | 37 |
|
|
2025
Q1 | $1.89M | Buy |
21,050
+2,454
| +13% | +$221K | 0.16% | 41 |
|
|
2024
Q4 | $1.49M | Buy |
18,596
+528
| +3% | +$42.2K | 0.12% | 51 |
|
|
2024
Q3 | $1.63M | Buy |
18,068
+6,853
| +61% | +$617K | 0.16% | 56 |
|
|
2024
Q2 | $883K | Hold |
11,215
| – | – | 0.09% | 91 |
|
|
2024
Q1 | $977K | Hold |
11,215
| – | – | 0.11% | 83 |
|
|
2023
Q4 | $924K | Sell |
11,215
-824
| -7% | -$67.9K | 0.11% | 86 |
|
|
2023
Q3 | $943K | Buy |
12,039
+275
| +2% | +$21.5K | 0.13% | 60 |
|
|
2023
Q2 | $1.04M | Buy |
11,764
+4,979
| +73% | +$438K | 0.14% | 57 |
|
|
2023
Q1 | $547K | Buy |
6,785
+381
| +6% | +$30.7K | 0.08% | 53 |
|
|
2022
Q4 | $498K | Buy |
+6,404
| New | +$498K | 0.08% | 57 |
|