OneDigital 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 | $7.16M | Sell |
82,189
-224
| -0.3% | -$19.5K | 0.08% | 196 |
|
|
2025
Q1 | $7.41M | Buy |
82,413
+68,571
| +495% | +$6.16M | 0.09% | 184 |
|
|
2024
Q4 | $1.11M | Sell |
13,842
-2,608
| -16% | -$208K | 0.01% | 600 |
|
|
2024
Q3 | $1.48M | Buy |
16,450
+1,619
| +11% | +$146K | 0.02% | 537 |
|
|
2024
Q2 | $1.17M | Buy |
14,831
+1,268
| +9% | +$99.8K | 0.01% | 567 |
|
|
2024
Q1 | $1.18M | Buy |
13,563
+2,416
| +22% | +$211K | 0.02% | 458 |
|
|
2023
Q4 | $918K | Buy |
11,147
+1,407
| +14% | +$116K | 0.02% | 510 |
|
|
2023
Q3 | $763K | Buy |
9,740
+556
| +6% | +$43.6K | 0.02% | 501 |
|
|
2023
Q2 | $809K | Sell |
9,184
-7,515
| -45% | -$662K | 0.02% | 470 |
|
|
2023
Q1 | $1.35M | Buy |
16,699
+8,286
| +98% | +$668K | 0.03% | 343 |
|
|
2022
Q4 | $654K | Sell |
8,413
-566
| -6% | -$44K | 0.02% | 447 |
|
|
2022
Q3 | $725K | Buy |
8,979
+529
| +6% | +$42.7K | 0.03% | 367 |
|
|
2022
Q2 | $758K | Buy |
8,450
+46
| +0.5% | +$4.13K | 0.03% | 316 |
|
|
2022
Q1 | $932K | Buy |
8,404
+1,124
| +15% | +$125K | 0.04% | 295 |
|
|
2021
Q4 | $753K | Sell |
7,280
-2,565
| -26% | -$265K | 0.03% | 323 |
|
|
2021
Q3 | $1.23M | Buy |
9,845
+1,078
| +12% | +$135K | 0.05% | 225 |
|
|
2021
Q2 | $1.09M | Buy |
8,767
+473
| +6% | +$58.7K | 0.04% | 237 |
|
|
2021
Q1 | $980K | Buy |
8,294
+208
| +3% | +$24.6K | 0.05% | 241 |
|
|
2020
Q4 | $947K | Buy |
8,086
+1,118
| +16% | +$131K | 0.05% | 235 |
|
|
2020
Q3 | $724K | Sell |
6,968
-3,688
| -35% | -$383K | 0.05% | 237 |
|
|
2020
Q2 | $977K | Buy |
10,656
+461
| +5% | +$42.3K | 0.07% | 208 |
|
|
2020
Q1 | $919K | Buy |
10,195
+1,341
| +15% | +$121K | 0.08% | 203 |
|
|
2019
Q4 | $1.01M | Buy |
8,854
+194
| +2% | +$22K | 0.08% | 186 |
|
|
2019
Q3 | $941K | Buy |
8,660
+2,894
| +50% | +$314K | 0.08% | 176 |
|
|
2019
Q2 | $561K | Buy |
5,766
+3,964
| +220% | +$386K | 0.04% | 229 |
|
|
2019
Q1 | $164K | Buy |
1,802
+37
| +2% | +$3.37K | 0.02% | 304 |
|
|
2018
Q4 | $161K | Buy |
+1,765
| New | +$161K | 0.03% | 284 |
|
|
2018
Q3 | – | Sell |
-1,732
| Closed | -$149K | – | 1123 |
|
|
2018
Q2 | $149K | Buy |
1,732
+27
| +2% | +$2.32K | 0.03% | 271 |
|
|
2018
Q1 | $137K | Buy |
1,705
+7
| +0.4% | +$562 | 0.03% | 289 |
|
|
2017
Q4 | $137K | Buy |
1,698
+385
| +29% | +$31.1K | 0.02% | 287 |
|
|
2017
Q3 | $102K | Sell |
1,313
-519
| -28% | -$40.3K | 0.04% | 231 |
|
|
2017
Q2 | $163K | Buy |
+1,832
| New | +$163K | 0.05% | 226 |
|