Plante Moran Financial Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.3K | Hold |
554
| – | – | ﹤0.01% | 335 |
|
|
2025
Q1 | $49.8K | Sell |
554
-27
| -5% | -$2.43K | ﹤0.01% | 334 |
|
|
2024
Q4 | $46.4K | Sell |
581
-1,525
| -72% | -$122K | ﹤0.01% | 357 |
|
|
2024
Q3 | $190K | Buy |
2,106
+912
| +76% | +$82.1K | 0.02% | 186 |
|
|
2024
Q2 | $94K | Buy |
1,194
+30
| +3% | +$2.36K | 0.01% | 253 |
|
|
2024
Q1 | $101K | Sell |
1,164
-31
| -3% | -$2.7K | 0.01% | 250 |
|
|
2023
Q4 | $98.4K | Sell |
1,195
-36
| -3% | -$2.97K | 0.01% | 248 |
|
|
2023
Q3 | $96.5K | Buy |
1,231
+52
| +4% | +$4.08K | 0.01% | 229 |
|
|
2023
Q2 | $104K | Buy |
1,179
+15
| +1% | +$1.32K | 0.01% | 230 |
|
|
2023
Q1 | $93.8K | Hold |
1,164
| – | – | 0.01% | 235 |
|
|
2022
Q4 | $90.5K | Hold |
1,164
| – | – | 0.01% | 243 |
|
|
2022
Q3 | $94K | Sell |
1,164
-404
| -26% | -$32.6K | 0.02% | 222 |
|
|
2022
Q2 | $141K | Buy |
1,568
+203
| +15% | +$18.3K | 0.02% | 180 |
|
|
2022
Q1 | $151K | Sell |
1,365
-257
| -16% | -$28.4K | 0.03% | 186 |
|
|
2021
Q4 | $168K | Buy |
1,622
+225
| +16% | +$23.3K | 0.03% | 199 |
|
|
2021
Q3 | $175K | Sell |
1,397
-100
| -7% | -$12.5K | 0.04% | 204 |
|
|
2021
Q2 | $186K | Sell |
1,497
-456
| -23% | -$56.7K | 0.05% | 185 |
|
|
2021
Q1 | $231K | Buy |
1,953
+464
| +31% | +$54.9K | 0.06% | 154 |
|
|
2020
Q4 | $174K | Buy |
1,489
+74
| +5% | +$8.65K | 0.05% | 188 |
|
|
2020
Q3 | $147K | Sell |
1,415
-14
| -1% | -$1.45K | 0.05% | 194 |
|
|
2020
Q2 | $131K | Buy |
1,429
+4
| +0.3% | +$367 | 0.05% | 179 |
|
|
2020
Q1 | $129K | Buy |
1,425
+157
| +12% | +$14.2K | 0.06% | 164 |
|
|
2019
Q4 | $144K | Buy |
1,268
+62
| +5% | +$7.04K | 0.05% | 198 |
|
|
2019
Q3 | $131K | Sell |
1,206
-516
| -30% | -$56.1K | 0.04% | 213 |
|
|
2019
Q2 | $168K | Sell |
1,722
-7
| -0.4% | -$683 | 0.05% | 168 |
|
|
2019
Q1 | $157K | Buy |
1,729
+372
| +27% | +$33.8K | 0.05% | 175 |
|
|
2018
Q4 | $123K | Buy |
1,357
+417
| +44% | +$37.8K | 0.04% | 180 |
|
|
2018
Q3 | $92K | Sell |
940
-67
| -7% | -$6.56K | 0.03% | 222 |
|
|
2018
Q2 | $86K | Sell |
1,007
-671
| -40% | -$57.3K | 0.04% | 240 |
|
|
2018
Q1 | $135K | Buy |
1,678
+487
| +41% | +$39.2K | 0.07% | 189 |
|
|
2017
Q4 | $96K | Sell |
1,191
-171
| -13% | -$13.8K | 0.05% | 233 |
|
|
2017
Q3 | $106K | Buy |
1,362
+357
| +36% | +$27.8K | 0.06% | 198 |
|
|
2017
Q2 | $89K | Buy |
1,005
+83
| +9% | +$7.35K | 0.06% | 214 |
|
|
2017
Q1 | $74K | Buy |
922
+289
| +46% | +$23.2K | 0.04% | 247 |
|
|
2016
Q4 | $45K | Sell |
633
-406
| -39% | -$28.9K | 0.03% | 349 |
|
|
2016
Q3 | $90K | Sell |
1,039
-110
| -10% | -$9.53K | 0.06% | 219 |
|
|
2016
Q2 | $100K | Buy |
1,149
+28
| +2% | +$2.44K | 0.07% | 184 |
|
|
2016
Q1 | $84K | Sell |
1,121
-214
| -16% | -$16K | 0.06% | 195 |
|
|
2015
Q4 | $103K | Sell |
1,335
-25
| -2% | -$1.93K | 0.08% | 183 |
|
|
2015
Q3 | $91K | Sell |
1,360
-536
| -28% | -$35.9K | 0.07% | 187 |
|
|
2015
Q2 | $141K | Buy |
1,896
+817
| +76% | +$60.8K | 0.1% | 151 |
|
|
2015
Q1 | $84K | Buy |
1,079
+433
| +67% | +$33.7K | 0.06% | 207 |
|
|
2014
Q4 | $47K | Sell |
646
-97
| -13% | -$7.06K | 0.03% | 288 |
|
|
2014
Q3 | $46K | Sell |
743
-1,384
| -65% | -$85.7K | 0.04% | 267 |
|
|
2014
Q2 | $136K | Buy |
2,127
+295
| +16% | +$18.9K | 0.12% | 115 |
|
|
2014
Q1 | $113K | Sell |
1,832
-1,967
| -52% | -$121K | 0.12% | 105 |
|
|
2013
Q4 | $218K | Buy |
3,799
+1,692
| +80% | +$97.1K | 0.12% | 84 |
|
|
2013
Q3 | $112K | Buy |
2,107
+24
| +1% | +$1.28K | 0.07% | 103 |
|
|
2013
Q2 | $107K | Buy |
+2,083
| New | +$107K | 0.08% | 97 |
|