Nicolet Advisory Services’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$308K Sell
3,445
-257
-7% -$23K 0.03% 300
2025
Q1
$306K Sell
3,702
-121
-3% -$9.99K 0.03% 280
2024
Q4
$308K Buy
3,823
+21
+0.6% +$1.69K 0.03% 288
2024
Q3
$334K Buy
3,802
+360
+10% +$31.6K 0.03% 269
2024
Q2
$265K Buy
3,442
+498
+17% +$38.4K 0.03% 300
2024
Q1
$247K Buy
+2,944
New +$247K 0.03% 306
2023
Q4
Sell
-3,773
Closed -$288K 328
2023
Q3
$288K Buy
3,773
+317
+9% +$24.2K 0.03% 233
2023
Q2
$297K Buy
3,456
+562
+19% +$48.4K 0.03% 229
2023
Q1
$232K Buy
2,894
+253
+10% +$20.3K 0.03% 254
2022
Q4
$212K Buy
+2,641
New +$212K 0.03% 224
2021
Q4
Sell
-1,619
Closed -$203K 218
2021
Q3
$203K Buy
+1,619
New +$203K 0.03% 194
2020
Q3
Sell
-3,940
Closed -$361K 194
2020
Q2
$361K Buy
3,940
+644
+20% +$59K 0.06% 135
2020
Q1
$297K Buy
+3,296
New +$297K 0.05% 141