Pinnacle Wealth Planning 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 | $388K | Buy |
4,453
+215
| +5% | +$18.7K | 0.05% | 242 |
|
|
2025
Q1 | $381K | Buy |
4,238
+363
| +9% | +$32.6K | 0.06% | 213 |
|
|
2024
Q4 | $310K | Buy |
3,875
+55
| +1% | +$4.39K | 0.05% | 245 |
|
|
2024
Q3 | $344K | Sell |
3,820
-57
| -1% | -$5.13K | 0.05% | 261 |
|
|
2024
Q2 | $305K | Sell |
3,877
-241
| -6% | -$19K | 0.04% | 289 |
|
|
2024
Q1 | $359K | Buy |
4,118
+137
| +3% | +$11.9K | 0.05% | 254 |
|
|
2023
Q4 | $328K | Sell |
3,981
-8,097
| -67% | -$667K | 0.05% | 250 |
|
|
2023
Q3 | $946K | Sell |
12,078
-165
| -1% | -$12.9K | 0.16% | 87 |
|
|
2023
Q2 | $1.08M | Sell |
12,243
-570
| -4% | -$50.2K | 0.17% | 87 |
|
|
2023
Q1 | $1.03M | Buy |
12,813
+5,561
| +77% | +$448K | 0.17% | 95 |
|
|
2022
Q4 | $564K | Sell |
7,252
-1,071
| -13% | -$83.2K | 0.1% | 144 |
|
|
2022
Q3 | $672K | Buy |
8,323
+3,943
| +90% | +$318K | 0.12% | 105 |
|
|
2022
Q2 | $393K | Sell |
4,380
-4,923
| -53% | -$442K | 0.07% | 190 |
|
|
2022
Q1 | $1.03M | Buy |
9,303
+2,247
| +32% | +$249K | 0.19% | 87 |
|
|
2021
Q4 | $730K | Sell |
7,056
-1,110
| -14% | -$115K | 0.14% | 104 |
|
|
2021
Q3 | $1.02M | Buy |
8,166
+122
| +2% | +$15.3K | 0.23% | 73 |
|
|
2021
Q2 | $998K | Sell |
8,044
-46
| -0.6% | -$5.71K | 0.23% | 70 |
|
|
2021
Q1 | $956K | Buy |
8,090
+690
| +9% | +$81.5K | 0.25% | 68 |
|
|
2020
Q4 | $867K | Buy |
7,400
+530
| +8% | +$62.1K | 0.21% | 73 |
|
|
2020
Q3 | $714K | Buy |
6,870
+1,537
| +29% | +$160K | 0.24% | 74 |
|
|
2020
Q2 | $489K | Sell |
5,333
-2,677
| -33% | -$245K | 0.16% | 103 |
|
|
2020
Q1 | $722K | Buy |
8,010
+1,100
| +16% | +$99.2K | 0.34% | 59 |
|
|
2019
Q4 | $783K | Buy |
6,910
+250
| +4% | +$28.3K | 0.37% | 60 |
|
|
2019
Q3 | $723K | Buy |
6,660
+1,535
| +30% | +$167K | 0.39% | 55 |
|
|
2019
Q2 | $499K | Buy |
5,125
+533
| +12% | +$51.9K | 0.3% | 65 |
|
|
2019
Q1 | $418K | Sell |
4,592
-626
| -12% | -$57K | 0.28% | 71 |
|
|
2018
Q4 | $475K | Buy |
5,218
+230
| +5% | +$20.9K | 0.3% | 68 |
|
|
2018
Q3 | $491K | Sell |
4,988
-13
| -0.3% | -$1.28K | 0.45% | 72 |
|
|
2018
Q2 | $428K | Buy |
5,001
+2,270
| +83% | +$194K | 0.42% | 82 |
|
|
2018
Q1 | $219K | Buy |
+2,731
| New | +$219K | 0.23% | 149 |
|