Peterson Wealth 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
$1.86M Buy
21,335
+640
+3% +$55.8K 0.51% 48
2025
Q1
$1.86M Buy
20,695
+2,441
+13% +$219K 0.58% 47
2024
Q4
$1.46M Buy
18,254
+686
+4% +$54.8K 0.44% 55
2024
Q3
$1.58M Buy
17,568
+1,363
+8% +$123K 0.51% 52
2024
Q2
$1.28M Buy
16,205
+579
+4% +$45.6K 0.45% 54
2024
Q1
$1.36M Buy
15,626
+728
+5% +$63.4K 0.5% 55
2023
Q4
$1.23M Buy
+14,898
New +$1.23M 0.53% 52
2023
Q3
Sell
-12,141
Closed -$1.07M 81
2023
Q2
$1.07M Buy
12,141
+141
+1% +$12.4K 0.51% 58
2023
Q1
$967K Buy
12,000
+3,134
+35% +$253K 0.5% 62
2022
Q4
$689K Buy
8,866
+1,351
+18% +$105K 0.39% 61
2022
Q3
$607K Buy
7,515
+2,396
+47% +$194K 0.43% 61
2022
Q2
$459K Buy
5,119
+937
+22% +$84K 0.33% 64
2022
Q1
$464K Buy
4,182
+1,222
+41% +$136K 0.29% 63
2021
Q4
$306K Buy
+2,960
New +$306K 0.2% 68