ProVise Management 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
$13.4M Buy
153,688
+13,191
+9% +$1.15M 1.06% 31
2025
Q1
$12.6M Buy
140,497
+14,915
+12% +$1.34M 1.07% 31
2024
Q4
$10M Buy
125,582
+2,471
+2% +$197K 0.86% 37
2024
Q3
$11.1M Buy
123,111
+13,605
+12% +$1.22M 0.88% 33
2024
Q2
$8.62M Buy
109,506
+5,169
+5% +$407K 0.73% 39
2024
Q1
$9.09M Buy
104,337
+49,123
+89% +$4.28M 0.79% 39
2023
Q4
$4.55M Buy
55,214
+15,923
+41% +$1.31M 0.39% 76
2023
Q3
$3.08M Buy
39,291
+8,496
+28% +$666K 0.29% 95
2023
Q2
$2.71M Buy
30,795
+7,698
+33% +$678K 0.25% 97
2023
Q1
$1.86M Buy
23,097
+1,236
+6% +$99.6K 0.18% 121
2022
Q4
$1.7M Sell
21,861
-3,594
-14% -$279K 0.17% 125
2022
Q3
$2.06M Buy
25,455
+3,854
+18% +$311K 0.23% 106
2022
Q2
$1.94M Buy
21,601
+2,074
+11% +$186K 0.21% 112
2022
Q1
$2.17M Buy
19,527
+654
+3% +$72.6K 0.2% 116
2021
Q4
$1.95M Buy
18,873
+282
+2% +$29.2K 0.18% 131
2021
Q3
$2.33M Buy
18,591
+13
+0.1% +$1.63K 0.23% 115
2021
Q2
$2.31M Sell
18,578
-86
-0.5% -$10.7K 0.24% 110
2021
Q1
$2.21M Buy
18,664
+1,525
+9% +$180K 0.24% 110
2020
Q4
$2.01M Buy
17,139
+7,119
+71% +$834K 0.23% 110
2020
Q3
$1.04M Buy
10,020
+5,589
+126% +$581K 0.14% 137
2020
Q2
$406K Buy
+4,431
New +$406K 0.06% 195
2020
Q1
Sell
-1,825
Closed -$207K 288
2019
Q4
$207K Buy
+1,825
New +$207K 0.03% 291
2018
Q4
Sell
-2,050
Closed -$202K 316
2018
Q3
$202K Sell
2,050
-400
-16% -$39.4K 0.03% 306
2018
Q2
$210 Buy
+2,450
New +$210 0.02% 302
2015
Q1
Sell
-5,773
Closed -$417K 307
2014
Q4
$417K Sell
5,773
-2,011
-26% -$145K 0.09% 206
2014
Q3
$482K Sell
7,784
-2,927
-27% -$181K 0.1% 205
2014
Q2
$683K Sell
10,711
-1,125
-10% -$71.7K 0.15% 169
2014
Q1
$728K Buy
11,836
+2,076
+21% +$128K 0.18% 149
2013
Q4
$560K Buy
9,760
+525
+6% +$30.1K 0.14% 168
2013
Q3
$492K Hold
9,235
0.14% 176
2013
Q2
$476K Buy
+9,235
New +$476K 0.14% 177