PDS Planning’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $261K | Sell |
2,992
-285
| -9% | -$24.8K | 0.02% | 397 |
|
2025
Q1 | $294K | Buy |
+3,277
| New | +$294K | 0.02% | 331 |
|
2024
Q4 | – | Sell |
-2,561
| Closed | -$231K | – | 461 |
|
2024
Q3 | $231K | Sell |
2,561
-893
| -26% | -$80.4K | 0.02% | 371 |
|
2024
Q2 | $272K | Buy |
3,454
+1,074
| +45% | +$84.5K | 0.03% | 286 |
|
2024
Q1 | $207K | Buy |
+2,380
| New | +$207K | 0.02% | 353 |
|
2023
Q4 | – | Sell |
-3,081
| Closed | -$241K | – | 374 |
|
2023
Q3 | $241K | Sell |
3,081
-405
| -12% | -$31.7K | 0.03% | 251 |
|
2023
Q2 | $307K | Buy |
3,486
+425
| +14% | +$37.4K | 0.04% | 210 |
|
2023
Q1 | $247K | Buy |
+3,061
| New | +$247K | 0.03% | 229 |
|
2022
Q3 | – | Sell |
-2,155
| Closed | -$193K | – | 221 |
|
2022
Q2 | $193K | Sell |
2,155
-473
| -18% | -$42.4K | 0.03% | 193 |
|
2022
Q1 | $292K | Buy |
+2,628
| New | +$292K | 0.05% | 151 |
|
2021
Q4 | – | Sell |
-2,134
| Closed | -$267K | – | 225 |
|
2021
Q3 | $267K | Buy |
2,134
+171
| +9% | +$21.4K | 0.06% | 142 |
|
2021
Q2 | $244K | Buy |
1,963
+123
| +7% | +$15.3K | 0.06% | 149 |
|
2021
Q1 | $217K | Buy |
1,840
+88
| +5% | +$10.4K | 0.06% | 148 |
|
2020
Q4 | $205K | Buy |
+1,752
| New | +$205K | 0.07% | 145 |
|