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 |
|