Optimum 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 | $82.8K | Hold |
950
| – | – | 0.04% | 280 |
|
|
2025
Q1 | $85.4K | Hold |
950
| – | – | 0.04% | 269 |
|
|
2024
Q4 | $75.9K | Hold |
950
| – | – | 0.03% | 291 |
|
|
2024
Q3 | $85.5K | Hold |
950
| – | – | 0.04% | 294 |
|
|
2024
Q2 | $74.8K | Hold |
950
| – | – | 0.03% | 307 |
|
|
2024
Q1 | $82.8K | Hold |
950
| – | – | 0.04% | 291 |
|
|
2023
Q4 | $78.3K | Sell |
950
-1
| -0.1% | -$82 | 0.04% | 294 |
|
|
2023
Q3 | $74.5K | Buy |
951
+1
| +0.1% | +$78 | 0.04% | 313 |
|
|
2023
Q2 | $83.7K | Hold |
950
| – | – | 0.04% | 305 |
|
|
2023
Q1 | $76.6K | Hold |
950
| – | – | 0.04% | 315 |
|
|
2022
Q4 | $73.8K | Hold |
950
| – | – | 0.04% | 320 |
|
|
2022
Q3 | $77K | Hold |
950
| – | – | 0.04% | 313 |
|
|
2022
Q2 | $85K | Hold |
950
| – | – | 0.04% | 313 |
|
|
2022
Q1 | $105K | Hold |
950
| – | – | 0.04% | 311 |
|
|
2021
Q4 | $98K | Hold |
950
| – | – | 0.04% | 343 |
|
|
2021
Q3 | $119K | Sell |
950
-1,450
| -60% | -$182K | 0.05% | 306 |
|
|
2021
Q2 | $298K | Hold |
2,400
| – | – | 0.09% | 200 |
|
|
2021
Q1 | $284K | Hold |
2,400
| – | – | 0.08% | 211 |
|
|
2020
Q4 | $281K | Buy |
2,400
+225
| +10% | +$26.3K | 0.09% | 202 |
|
|
2020
Q3 | $226K | Hold |
2,175
| – | – | 0.08% | 220 |
|
|
2020
Q2 | $199K | Buy |
2,175
+116
| +6% | +$10.6K | 0.07% | 238 |
|
|
2020
Q1 | $186K | Hold |
2,059
| – | – | 0.08% | 227 |
|
|
2019
Q4 | $234K | Hold |
2,059
| – | – | 0.07% | 247 |
|
|
2019
Q3 | $224K | Buy |
2,059
+34
| +2% | +$3.7K | 0.07% | 247 |
|
|
2019
Q2 | $197K | Hold |
2,025
| – | – | 0.06% | 271 |
|
|
2019
Q1 | $184K | Sell |
2,025
-137
| -6% | -$12.4K | 0.06% | 284 |
|
|
2018
Q4 | $197K | Sell |
2,162
-129
| -6% | -$11.8K | 0.07% | 258 |
|
|
2018
Q3 | $225K | Buy |
2,291
+129
| +6% | +$12.7K | 0.06% | 284 |
|
|
2018
Q2 | $185K | Buy |
2,162
+37
| +2% | +$3.17K | 0.05% | 306 |
|
|
2018
Q1 | $170K | Sell |
2,125
-500
| -19% | -$40K | 0.05% | 315 |
|
|
2017
Q4 | $212K | Hold |
2,625
| – | – | 0.07% | 285 |
|
|
2017
Q3 | $204K | Hold |
2,625
| – | – | 0.07% | 279 |
|
|
2017
Q2 | $233K | Sell |
2,625
-120
| -4% | -$10.7K | 0.08% | 259 |
|
|
2017
Q1 | $221K | Buy |
+2,745
| New | +$221K | 0.08% | 261 |
|
|
2016
Q4 | – | Sell |
-4,168
| Closed | -$360K | – | 287 |
|
|
2016
Q3 | $360K | Buy |
4,168
+78
| +2% | +$6.74K | 0.14% | 197 |
|
|
2016
Q2 | $355K | Hold |
4,090
| – | – | 0.14% | 189 |
|
|
2016
Q1 | $307K | Sell |
4,090
-2,134
| -34% | -$160K | 0.12% | 200 |
|
|
2015
Q4 | $479K | Sell |
6,224
-805
| -11% | -$62K | 0.19% | 157 |
|
|
2015
Q3 | $471K | Buy |
+7,029
| New | +$471K | 0.19% | 151 |
|
|
2015
Q1 | $593K | Buy |
7,607
+6,657
| +701% | +$519K | 0.19% | 140 |
|
|
2014
Q4 | $69K | Sell |
950
-6,507
| -87% | -$473K | 0.02% | 438 |
|
|
2014
Q3 | $468K | Hold |
7,457
| – | – | 0.16% | 149 |
|
|
2014
Q2 | $476K | Buy |
7,457
+1,010
| +16% | +$64.5K | 0.15% | 154 |
|
|
2014
Q1 | $397K | Buy |
6,447
+40
| +0.6% | +$2.46K | 0.15% | 151 |
|
|
2013
Q4 | $368K | Hold |
6,407
| – | – | 0.14% | 155 |
|
|
2013
Q3 | $341K | Buy |
+6,407
| New | +$341K | 0.14% | 157 |
|