Roberts Wealth 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 | $2.98M | Sell |
34,152
-358
| -1% | -$31.2K | 0.86% | 41 |
|
|
2025
Q1 | $3.1M | Sell |
34,510
-171
| -0.5% | -$15.4K | 0.96% | 35 |
|
|
2024
Q4 | $2.96M | Sell |
34,681
-15,334
| -31% | -$1.31M | 0.9% | 37 |
|
|
2024
Q3 | $4.41M | Buy |
50,015
+850
| +2% | +$74.9K | 1.43% | 24 |
|
|
2024
Q2 | $3.78M | Buy |
49,165
+1,596
| +3% | +$123K | 1.29% | 26 |
|
|
2024
Q1 | $3.82M | Buy |
47,569
+1,137
| +2% | +$91.2K | 1.43% | 25 |
|
|
2023
Q4 | $12.1M | Buy |
46,432
+1,987
| +4% | +$519K | 1.89% | 19 |
|
|
2023
Q3 | $3.19M | Buy |
44,445
+778
| +2% | +$55.8K | 1.4% | 25 |
|
|
2023
Q2 | $3.85M | Sell |
43,667
-84
| -0.2% | -$7.4K | 1.69% | 20 |
|
|
2023
Q1 | $3.48M | Buy |
43,751
+11,370
| +35% | +$904K | 1.59% | 20 |
|
|
2022
Q4 | $2.53M | Sell |
32,381
-5,852
| -15% | -$458K | 1.22% | 30 |
|
|
2022
Q3 | $3.23M | Buy |
38,233
+169
| +0.4% | +$14.3K | 1.59% | 18 |
|
|
2022
Q2 | $3.41M | Buy |
38,064
+1,199
| +3% | +$107K | 1.48% | 21 |
|
|
2022
Q1 | $4.15M | Buy |
36,865
+1,180
| +3% | +$133K | 1.63% | 17 |
|
|
2021
Q4 | $3.79M | Buy |
35,685
+809
| +2% | +$85.8K | 1.36% | 23 |
|
|
2021
Q3 | $4.37M | Buy |
+34,876
| New | +$4.37M | 1.73% | 14 |
|