Pinnacle Wealth Management Advisory Group’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $284K | Buy |
3,257
+495
| +18% | +$43.2K | 0.02% | 306 |
|
2025
Q1 | $248K | Buy |
+2,762
| New | +$248K | 0.02% | 306 |
|
2024
Q4 | – | Sell |
-2,241
| Closed | -$202K | – | 368 |
|
2024
Q3 | $202K | Buy |
+2,241
| New | +$202K | 0.02% | 346 |
|
2024
Q2 | – | Sell |
-2,328
| Closed | -$203K | – | 361 |
|
2024
Q1 | $203K | Sell |
2,328
-569
| -20% | -$49.6K | 0.02% | 328 |
|
2023
Q4 | $239K | Sell |
2,897
-5,822
| -67% | -$480K | 0.03% | 292 |
|
2023
Q3 | $683K | Sell |
8,719
-805
| -8% | -$63.1K | 0.09% | 142 |
|
2023
Q2 | $839K | Buy |
9,524
+1,366
| +17% | +$120K | 0.1% | 131 |
|
2023
Q1 | $658K | Buy |
8,158
+538
| +7% | +$43.4K | 0.09% | 153 |
|
2022
Q4 | $592K | Buy |
7,620
+543
| +8% | +$42.2K | 0.09% | 160 |
|
2022
Q3 | $571K | Buy |
7,077
+874
| +14% | +$70.5K | 0.09% | 144 |
|
2022
Q2 | $557K | Buy |
6,203
+7
| +0.1% | +$629 | 0.09% | 160 |
|
2022
Q1 | $687K | Buy |
6,196
+295
| +5% | +$32.7K | 0.1% | 155 |
|
2021
Q4 | $610K | Buy |
+5,901
| New | +$610K | 0.1% | 157 |
|
2016
Q4 | – | Sell |
-3,950
| Closed | -$341K | – | 124 |
|
2016
Q3 | $341K | Sell |
3,950
-125
| -3% | -$10.8K | 0.26% | 88 |
|
2016
Q2 | $354K | Buy |
4,075
+850
| +26% | +$73.8K | 0.28% | 83 |
|
2016
Q1 | $242K | Sell |
3,225
-917
| -22% | -$68.8K | 0.21% | 95 |
|
2015
Q4 | $319K | Hold |
4,142
| – | – | 0.29% | 78 |
|
2015
Q3 | $277K | Sell |
4,142
-1,196
| -22% | -$80K | 0.27% | 76 |
|
2015
Q2 | $396K | Sell |
5,338
-4,479
| -46% | -$332K | 0.37% | 74 |
|
2015
Q1 | $766K | Sell |
9,817
-5,033
| -34% | -$393K | 0.69% | 51 |
|
2014
Q4 | $1.07M | Buy |
+14,850
| New | +$1.07M | 1% | 36 |
|