Rothschild Investment LLC’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
16,392
+631
| +4% | +$55K | 0.09% | 179 |
|
|
2025
Q1 | $1.42M | Buy |
15,761
+3,587
| +29% | +$322K | 0.09% | 189 |
|
|
2024
Q4 | $972K | Buy |
12,174
+2,641
| +28% | +$211K | 0.06% | 240 |
|
|
2024
Q3 | $858K | Sell |
9,533
-159
| -2% | -$14.3K | 0.06% | 252 |
|
|
2024
Q2 | $763K | Sell |
9,692
-222
| -2% | -$17.5K | 0.05% | 270 |
|
|
2024
Q1 | $864K | Buy |
9,914
+118
| +1% | +$10.3K | 0.06% | 256 |
|
|
2023
Q4 | $807K | Sell |
9,796
-961
| -9% | -$79.2K | 0.07% | 221 |
|
|
2023
Q3 | $843K | Sell |
10,757
-382
| -3% | -$29.9K | 0.07% | 239 |
|
|
2023
Q2 | $981K | Sell |
11,139
-815
| -7% | -$71.8K | 0.08% | 224 |
|
|
2023
Q1 | $964K | Sell |
11,954
-1,077
| -8% | -$86.9K | 0.08% | 218 |
|
|
2022
Q4 | $1.01M | Sell |
13,031
-804
| -6% | -$62.5K | 0.09% | 199 |
|
|
2022
Q3 | $1.12M | Buy |
13,835
+94
| +0.7% | +$7.59K | 0.11% | 183 |
|
|
2022
Q2 | $1.23M | Buy |
13,741
+89
| +0.7% | +$7.99K | 0.11% | 183 |
|
|
2022
Q1 | $1.52M | Buy |
13,652
+941
| +7% | +$104K | 0.12% | 174 |
|
|
2021
Q4 | $1.32M | Buy |
12,711
+568
| +5% | +$58.8K | 0.1% | 189 |
|
|
2021
Q3 | $1.52M | Buy |
12,143
+15
| +0.1% | +$1.88K | 0.13% | 161 |
|
|
2021
Q2 | $1.51M | Buy |
12,128
+389
| +3% | +$48.3K | 0.12% | 171 |
|
|
2021
Q1 | $1.39M | Buy |
11,739
+221
| +2% | +$26.1K | 0.12% | 175 |
|
|
2020
Q4 | $1.35M | Sell |
11,518
-365
| -3% | -$42.7K | 0.13% | 158 |
|
|
2020
Q3 | $1.24M | Sell |
11,883
-230
| -2% | -$23.9K | 0.13% | 146 |
|
|
2020
Q2 | $1.11M | Sell |
12,113
-2,440
| -17% | -$224K | 0.13% | 151 |
|
|
2020
Q1 | $1.31M | Sell |
14,553
-1,565
| -10% | -$141K | 0.17% | 136 |
|
|
2019
Q4 | $1.83M | Sell |
16,118
-2,084
| -11% | -$236K | 0.18% | 132 |
|
|
2019
Q3 | $1.98M | Sell |
18,202
-2,035
| -10% | -$221K | 0.23% | 115 |
|
|
2019
Q2 | $1.97M | Sell |
20,237
-903
| -4% | -$87.9K | 0.23% | 113 |
|
|
2019
Q1 | $1.93M | Buy |
21,140
+1,210
| +6% | +$110K | 0.23% | 117 |
|
|
2018
Q4 | $1.81M | Buy |
19,930
+4,048
| +25% | +$368K | 0.24% | 111 |
|
|
2018
Q3 | $1.56M | Sell |
15,882
-215
| -1% | -$21.1K | 0.18% | 125 |
|
|
2018
Q2 | $1.38M | Buy |
16,097
+825
| +5% | +$70.6K | 0.17% | 133 |
|
|
2018
Q1 | $1.23M | Sell |
15,272
-6,178
| -29% | -$496K | 0.16% | 144 |
|
|
2017
Q4 | $1.73M | Sell |
21,450
-104
| -0.5% | -$8.4K | 0.19% | 127 |
|
|
2017
Q3 | $1.68M | Buy |
21,554
+5,078
| +31% | +$395K | 0.19% | 132 |
|
|
2017
Q2 | $1.46M | Buy |
16,476
+3,040
| +23% | +$270K | 0.17% | 156 |
|
|
2017
Q1 | $1.08M | Buy |
13,436
+420
| +3% | +$33.8K | 0.13% | 190 |
|
|
2016
Q4 | $927K | Sell |
13,016
-130
| -1% | -$9.26K | 0.11% | 196 |
|
|
2016
Q3 | $1.14M | Buy |
13,146
+6,023
| +85% | +$520K | 0.14% | 167 |
|
|
2016
Q2 | $618K | Buy |
7,123
+700
| +11% | +$60.7K | 0.08% | 230 |
|
|
2016
Q1 | $482K | Sell |
6,423
-10,579
| -62% | -$794K | 0.06% | 264 |
|
|
2015
Q4 | $1.31M | Sell |
17,002
-257
| -1% | -$19.8K | 0.17% | 145 |
|
|
2015
Q3 | $1.16M | Sell |
17,259
-3,000
| -15% | -$201K | 0.15% | 158 |
|
|
2015
Q2 | $1.5M | Sell |
20,259
-8,847
| -30% | -$655K | 0.17% | 143 |
|
|
2015
Q1 | $2.27M | Sell |
29,106
-535
| -2% | -$41.7K | 0.27% | 98 |
|
|
2014
Q4 | $2.14M | Buy |
29,641
+699
| +2% | +$50.5K | 0.26% | 93 |
|
|
2014
Q3 | $1.79M | Sell |
28,942
-1,208
| -4% | -$74.8K | 0.22% | 109 |
|
|
2014
Q2 | $1.92M | Hold |
30,150
| – | – | 0.25% | 103 |
|
|
2014
Q1 | $1.86M | Hold |
30,150
| – | – | 0.25% | 98 |
|
|
2013
Q4 | $1.73M | Sell |
30,150
-1,050
| -3% | -$60.2K | 0.24% | 100 |
|
|
2013
Q3 | $1.66M | Sell |
31,200
-1,050
| -3% | -$55.9K | 0.25% | 100 |
|
|
2013
Q2 | $1.66M | Buy |
+32,250
| New | +$1.66M | 0.27% | 92 |
|