Principle Wealth Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
3,910
-685
| -15% | -$59.7K | 0.02% | 284 |
|
|
2025
Q1 | $413K | Sell |
4,595
-231
| -5% | -$20.8K | 0.03% | 244 |
|
|
2024
Q4 | $386K | Hold |
4,826
| – | – | 0.03% | 254 |
|
|
2024
Q3 | $434K | Sell |
4,826
-1,713
| -26% | -$154K | 0.03% | 246 |
|
|
2024
Q2 | $515K | Sell |
6,539
-236
| -3% | -$18.6K | 0.04% | 213 |
|
|
2024
Q1 | $590K | Sell |
6,775
-645
| -9% | -$56.2K | 0.05% | 201 |
|
|
2023
Q4 | $611K | Sell |
7,420
-8,489
| -53% | -$699K | 0.05% | 192 |
|
|
2023
Q3 | $1.25M | Sell |
15,909
-1,437
| -8% | -$113K | 0.13% | 133 |
|
|
2023
Q2 | $1.53M | Buy |
17,346
+2,322
| +15% | +$205K | 0.15% | 115 |
|
|
2023
Q1 | $1.21M | Buy |
15,024
+2,297
| +18% | +$185K | 0.13% | 124 |
|
|
2022
Q4 | $989K | Buy |
12,727
+1,770
| +16% | +$138K | 0.11% | 131 |
|
|
2022
Q3 | $885 | Buy |
10,957
+2,645
| +32% | +$214 | 0.08% | 132 |
|
|
2022
Q2 | $746K | Buy |
8,312
+1,232
| +17% | +$111K | 0.09% | 160 |
|
|
2022
Q1 | $786K | Buy |
7,080
+2,260
| +47% | +$251K | 0.08% | 159 |
|
|
2021
Q4 | $499K | Buy |
4,820
+31
| +0.6% | +$3.21K | 0.05% | 208 |
|
|
2021
Q3 | $600K | Buy |
4,789
+266
| +6% | +$33.3K | 0.07% | 180 |
|
|
2021
Q2 | $561K | Buy |
4,523
+31
| +0.7% | +$3.85K | 0.06% | 185 |
|
|
2021
Q1 | $531K | Buy |
4,492
+224
| +5% | +$26.5K | 0.06% | 185 |
|
|
2020
Q4 | $500K | Buy |
+4,268
| New | +$500K | 0.07% | 177 |
|
|
2020
Q3 | – | Sell |
-1,808
| Closed | -$166K | – | 317 |
|
|
2020
Q2 | $166K | Buy |
+1,808
| New | +$166K | 0.05% | 161 |
|
|
2020
Q1 | – | Sell |
-1,960
| Closed | -$222K | – | 155 |
|
|
2019
Q4 | $222K | Hold |
1,960
| – | – | 0.07% | 152 |
|
|
2019
Q3 | $213K | Buy |
+1,960
| New | +$213K | 0.07% | 155 |
|