Okabena Investment 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
$283K Hold
3,248
0.06% 122
2025
Q1
$292K Hold
3,248
0.07% 116
2024
Q4
$259K Sell
3,248
-448
-12% -$35.8K 0.07% 111
2024
Q3
$333K Buy
3,696
+448
+14% +$40.3K 0.09% 100
2024
Q2
$256K Hold
3,248
0.08% 107
2024
Q1
$283K Hold
3,248
0.09% 96
2023
Q4
$268K Sell
3,248
-21,128
-87% -$1.74M 0.1% 94
2023
Q3
$1.91M Buy
24,376
+2,891
+13% +$227K 1.49% 16
2023
Q2
$1.89M Sell
21,485
-7,709
-26% -$679K 1.39% 22
2023
Q1
$2.35M Sell
29,194
-105
-0.4% -$8.47K 1.64% 16
2022
Q4
$2.28M Sell
29,299
-96
-0.3% -$7.46K 1.51% 15
2022
Q3
$2.37M Sell
29,395
-33
-0.1% -$2.67K 1.15% 28
2022
Q2
$2.64M Sell
29,428
-4,912
-14% -$441K 1.36% 18
2022
Q1
$3.83M Sell
34,340
-1,321
-4% -$147K 1.62% 14
2021
Q4
$3.69M Buy
35,661
+35,061
+5,844% +$3.63M 1.4% 13
2021
Q3
$75K Hold
600
0.04% 89
2021
Q2
$74K Hold
600
0.03% 83
2021
Q1
$71K Hold
600
0.04% 60
2020
Q4
$70K Hold
600
0.04% 60
2020
Q3
$62K Hold
600
0.05% 64
2020
Q2
$55K Buy
+600
New +$55K 0.05% 59