Mount Yale 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 | $1.38M | Buy |
15,842
+551
| +4% | +$48K | 0.11% | 162 |
|
|
2025
Q1 | $1.37M | Buy |
15,291
+5,368
| +54% | +$482K | 0.12% | 155 |
|
|
2024
Q4 | $793K | Buy |
9,923
+3,017
| +44% | +$241K | 0.06% | 250 |
|
|
2024
Q3 | $622K | Sell |
6,906
-3,107
| -31% | -$280K | 0.06% | 295 |
|
|
2024
Q2 | $788K | Buy |
10,013
+2,786
| +39% | +$219K | 0.06% | 253 |
|
|
2024
Q1 | $630K | Buy |
7,227
+180
| +3% | +$15.7K | 0.05% | 310 |
|
|
2023
Q4 | $580K | Sell |
7,047
-365
| -5% | -$30.1K | 0.06% | 294 |
|
|
2023
Q3 | $581K | Sell |
7,412
-228
| -3% | -$17.9K | 0.06% | 274 |
|
|
2023
Q2 | $673K | Sell |
7,640
-4,767
| -38% | -$420K | 0.07% | 267 |
|
|
2023
Q1 | $1M | Buy |
12,407
+1,601
| +15% | +$129K | 0.11% | 182 |
|
|
2022
Q4 | $840K | Sell |
10,806
-9,532
| -47% | -$741K | 0.1% | 214 |
|
|
2022
Q3 | $1.64M | Buy |
20,338
+2,791
| +16% | +$225K | 0.22% | 103 |
|
|
2022
Q2 | $1.58M | Buy |
17,547
+1,093
| +7% | +$98.1K | 0.2% | 112 |
|
|
2022
Q1 | $1.83M | Buy |
16,454
+1,383
| +9% | +$153K | 0.2% | 116 |
|
|
2021
Q4 | $1.56M | Sell |
15,071
-3,455
| -19% | -$357K | 0.16% | 139 |
|
|
2021
Q3 | $2.32M | Buy |
18,526
+2,875
| +18% | +$360K | 0.27% | 91 |
|
|
2021
Q2 | $1.94M | Sell |
15,651
-4,783
| -23% | -$594K | 0.24% | 93 |
|
|
2021
Q1 | $2.41M | Buy |
20,434
+7,222
| +55% | +$853K | 0.32% | 78 |
|
|
2020
Q4 | $1.55M | Buy |
13,212
+411
| +3% | +$48.2K | 0.22% | 104 |
|
|
2020
Q3 | $1.33M | Buy |
12,801
+1,258
| +11% | +$131K | 0.19% | 112 |
|
|
2020
Q2 | $1.06M | Buy |
11,543
+1,736
| +18% | +$159K | 0.19% | 121 |
|
|
2020
Q1 | $884K | Sell |
9,807
-106
| -1% | -$9.56K | 0.2% | 121 |
|
|
2019
Q4 | $1.14M | Buy |
9,913
+1,046
| +12% | +$121K | 0.2% | 112 |
|
|
2019
Q3 | $963K | Buy |
8,867
+422
| +5% | +$45.8K | 0.17% | 119 |
|
|
2019
Q2 | $856K | Sell |
8,445
-355
| -4% | -$36K | 0.16% | 119 |
|
|
2019
Q1 | $802K | Sell |
8,800
-1,154
| -12% | -$105K | 0.15% | 124 |
|
|
2018
Q4 | $892K | Buy |
9,954
+414
| +4% | +$37.1K | 0.18% | 122 |
|
|
2018
Q3 | $898K | Buy |
9,540
+1,764
| +23% | +$166K | 0.16% | 121 |
|
|
2018
Q2 | $666K | Sell |
7,776
-168
| -2% | -$14.4K | 0.13% | 147 |
|
|
2018
Q1 | $637K | Buy |
+7,944
| New | +$637K | 0.14% | 138 |
|