Regal Investment 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 | $7.93M | Buy |
90,912
+274
| +0.3% | +$23.9K | 0.59% | 40 |
|
|
2025
Q1 | $8.14M | Sell |
90,638
-24,410
| -21% | -$2.19M | 0.66% | 35 |
|
|
2024
Q4 | $9.19M | Buy |
115,048
+1,491
| +1% | +$119K | 0.69% | 32 |
|
|
2024
Q3 | $10.2M | Buy |
113,557
+5,353
| +5% | +$482K | 0.72% | 24 |
|
|
2024
Q2 | $8.52M | Buy |
108,204
+6,858
| +7% | +$540K | 0.56% | 41 |
|
|
2024
Q1 | $8.83M | Sell |
101,346
-1,388
| -1% | -$121K | 0.6% | 36 |
|
|
2023
Q4 | $8.46M | Buy |
102,734
+109
| +0.1% | +$8.98K | 0.64% | 35 |
|
|
2023
Q3 | $8.04M | Buy |
102,625
+8,847
| +9% | +$693K | 0.68% | 31 |
|
|
2023
Q2 | $8.26M | Buy |
93,778
+6,507
| +7% | +$573K | 0.69% | 33 |
|
|
2023
Q1 | $7.04M | Buy |
87,271
+12,327
| +16% | +$994K | 0.62% | 41 |
|
|
2022
Q4 | $5.82M | Buy |
74,944
+6,502
| +10% | +$505K | 0.56% | 48 |
|
|
2022
Q3 | $5.53M | Buy |
68,442
+7,850
| +13% | +$634K | 0.58% | 46 |
|
|
2022
Q2 | $5.44M | Buy |
60,592
+7,701
| +15% | +$691K | 0.57% | 46 |
|
|
2022
Q1 | $5.87M | Buy |
52,891
+5,079
| +11% | +$563K | 0.54% | 48 |
|
|
2021
Q4 | $4.95M | Buy |
47,812
+2,046
| +4% | +$212K | 0.44% | 58 |
|
|
2021
Q3 | $5.74M | Buy |
45,766
+4,939
| +12% | +$619K | 0.56% | 40 |
|
|
2021
Q2 | $5.07M | Buy |
+40,827
| New | +$5.07M | 0.51% | 48 |
|
|
2021
Q1 | – | Sell |
-47,318
| Closed | -$5.54M | – | 269 |
|
|
2020
Q4 | $5.54M | Buy |
+47,318
| New | +$5.54M | 0.63% | 39 |
|
|
2020
Q3 | – | Sell |
-49,010
| Closed | -$4.49M | – | 161 |
|
|
2020
Q2 | $4.49M | Buy |
+49,010
| New | +$4.49M | 0.82% | 30 |
|
|
2020
Q1 | – | Sell |
-40,901
| Closed | -$4.64M | – | 196 |
|
|
2019
Q4 | $4.64M | Sell |
40,901
-138
| -0.3% | -$15.7K | 0.83% | 29 |
|
|
2019
Q3 | $4.46M | Sell |
41,039
-3,167
| -7% | -$344K | 0.87% | 26 |
|
|
2019
Q2 | $4.31M | Buy |
44,206
+4,688
| +12% | +$457K | 0.84% | 28 |
|
|
2019
Q1 | $3.6M | Buy |
39,518
+6,754
| +21% | +$615K | 0.73% | 34 |
|
|
2018
Q4 | $2.98M | Buy |
32,764
+6,833
| +26% | +$621K | 0.65% | 43 |
|
|
2018
Q3 | $2.55M | Buy |
25,931
+17,157
| +196% | +$1.69M | 0.54% | 46 |
|
|
2018
Q2 | $751K | Sell |
8,774
-1,263
| -13% | -$108K | 0.23% | 130 |
|
|
2018
Q1 | $805K | Buy |
10,037
+4,563
| +83% | +$366K | 0.18% | 142 |
|
|
2017
Q4 | $442K | Buy |
5,474
+2,616
| +92% | +$211K | 0.1% | 190 |
|
|
2017
Q3 | $222K | Buy |
+2,858
| New | +$222K | 0.05% | 252 |
|
|
2015
Q4 | – | Sell |
-991
| Closed | -$66K | – | 631 |
|
|
2015
Q3 | $66K | Sell |
991
-4,111
| -81% | -$274K | 0.02% | 399 |
|
|
2015
Q2 | $378K | Buy |
5,102
+89
| +2% | +$6.59K | 0.1% | 176 |
|
|
2015
Q1 | $391K | Buy |
5,013
+459
| +10% | +$35.8K | 0.1% | 178 |
|
|
2014
Q4 | $329K | Buy |
4,554
+372
| +9% | +$26.9K | 0.09% | 177 |
|
|
2014
Q3 | $259K | Buy |
4,182
+796
| +24% | +$49.3K | 0.08% | 201 |
|
|
2014
Q2 | $216K | Buy |
3,386
+1,369
| +68% | +$87.3K | 0.08% | 198 |
|
|
2014
Q1 | $124K | Buy |
2,017
+1,914
| +1,858% | +$118K | 0.05% | 238 |
|
|
2013
Q4 | $6K | Sell |
103
-150
| -59% | -$8.74K | ﹤0.01% | 658 |
|
|
2013
Q3 | $13K | Hold |
253
| – | – | 0.01% | 553 |
|
|
2013
Q2 | $13K | Buy |
+253
| New | +$13K | 0.01% | 538 |
|