Perigon Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
14,831
+1,096
| +8% | +$95.5K | 0.03% | 415 |
|
|
2025
Q1 | $1.23M | Buy |
13,735
+953
| +7% | +$85.6K | 0.03% | 406 |
|
|
2024
Q4 | $1.11M | Buy |
12,782
+1,062
| +9% | +$92.6K | 0.03% | 425 |
|
|
2024
Q3 | $1.06M | Buy |
11,720
+330
| +3% | +$29.7K | 0.03% | 417 |
|
|
2024
Q2 | $896K | Sell |
11,390
-2,743
| -19% | -$216K | 0.03% | 397 |
|
|
2024
Q1 | $1.23M | Buy |
14,133
+1,837
| +15% | +$160K | 0.04% | 326 |
|
|
2023
Q4 | $1.01M | Sell |
12,296
-622
| -5% | -$51.2K | 0.03% | 338 |
|
|
2023
Q3 | $1.01M | Buy |
12,918
+220
| +2% | +$17.2K | 0.04% | 305 |
|
|
2023
Q2 | $1.12M | Sell |
12,698
-155
| -1% | -$13.7K | 0.04% | 296 |
|
|
2023
Q1 | $1.04M | Buy |
12,853
+336
| +3% | +$27.1K | 0.06% | 261 |
|
|
2022
Q4 | $973K | Buy |
12,517
+7,085
| +130% | +$551K | 0.06% | 270 |
|
|
2022
Q3 | $439K | Buy |
5,432
+234
| +5% | +$18.9K | 0.04% | 355 |
|
|
2022
Q2 | $467K | Buy |
5,198
+212
| +4% | +$19K | 0.04% | 345 |
|
|
2022
Q1 | $553K | Buy |
4,986
+555
| +13% | +$61.6K | 0.04% | 338 |
|
|
2021
Q4 | $458K | Buy |
4,431
+774
| +21% | +$80K | 0.03% | 360 |
|
|
2021
Q3 | $458K | Sell |
3,657
-220
| -6% | -$27.6K | 0.04% | 318 |
|
|
2021
Q2 | $481K | Sell |
3,877
-242
| -6% | -$30K | 0.04% | 315 |
|
|
2021
Q1 | $487K | Buy |
4,119
+32
| +0.8% | +$3.78K | 0.05% | 296 |
|
|
2020
Q4 | $479K | Buy |
4,087
+456
| +13% | +$53.4K | 0.06% | 258 |
|
|
2020
Q3 | $377K | Buy |
3,631
+186
| +5% | +$19.3K | 0.05% | 258 |
|
|
2020
Q2 | $316K | Sell |
3,445
-638
| -16% | -$58.5K | 0.05% | 261 |
|
|
2020
Q1 | $413K | Buy |
+4,083
| New | +$413K | 0.08% | 193 |
|
|
2019
Q3 | – | Sell |
-2,213
| Closed | -$216K | – | 250 |
|
|
2019
Q2 | $216K | Buy |
+2,213
| New | +$216K | 0.05% | 223 |
|
|
2018
Q4 | – | Sell |
-3,175
| Closed | -$314K | – | 257 |
|
|
2018
Q3 | $314K | Buy |
3,175
+490
| +18% | +$48.5K | 0.08% | 167 |
|
|
2018
Q2 | $230K | Buy |
2,685
+260
| +11% | +$22.3K | 0.07% | 222 |
|
|
2018
Q1 | $196K | Buy |
+2,425
| New | +$196K | 0.07% | 167 |
|
|
2017
Q3 | – | Sell |
-2,840
| Closed | -$252K | – | 686 |
|
|
2017
Q2 | $252K | Buy |
2,840
+1,875
| +194% | +$166K | 0.05% | 233 |
|
|
2017
Q1 | $78K | Hold |
965
| – | – | 0.02% | 334 |
|
|
2016
Q4 | $79K | Buy |
965
+751
| +351% | +$61.5K | 0.02% | 311 |
|
|
2016
Q3 | $19K | Hold |
214
| – | – | ﹤0.01% | 410 |
|
|
2016
Q2 | $19K | Sell |
214
-3,840
| -95% | -$341K | 0.01% | 341 |
|
|
2016
Q1 | $16K | Hold |
4,054
| – | – | 0.01% | 232 |
|
|
2015
Q4 | $312K | Hold |
4,054
| – | – | 0.09% | 174 |
|
|
2015
Q3 | $271K | Hold |
4,054
| – | – | 0.08% | 180 |
|
|
2015
Q2 | $300K | Sell |
4,054
-1,000
| -20% | -$74K | 0.08% | 182 |
|
|
2015
Q1 | $394K | Hold |
5,054
| – | – | 0.11% | 164 |
|
|
2014
Q4 | $365K | Hold |
5,054
| – | – | 0.11% | 154 |
|
|
2014
Q3 | $313K | Buy |
5,054
+1
| +0% | +$62 | 0.09% | 154 |
|
|
2014
Q2 | $322K | Buy |
5,053
+213
| +4% | +$13.6K | 0.09% | 154 |
|
|
2014
Q1 | $298K | Buy |
+4,840
| New | +$298K | 0.16% | 105 |
|