Schwarz Dygos Wheeler 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 | $452K | Buy |
5,182
+18
| +0.3% | +$1.57K | 0.1% | 107 |
|
|
2025
Q1 | $464K | Buy |
5,164
+262
| +5% | +$23.5K | 0.11% | 107 |
|
|
2024
Q4 | $392K | Sell |
4,902
-5,775
| -54% | -$461K | 0.1% | 110 |
|
|
2024
Q3 | $961K | Buy |
10,677
+712
| +7% | +$64.1K | 0.24% | 69 |
|
|
2024
Q2 | $784K | Buy |
9,965
+69
| +0.7% | +$5.43K | 0.21% | 75 |
|
|
2024
Q1 | $862K | Buy |
9,896
+259
| +3% | +$22.6K | 0.24% | 65 |
|
|
2023
Q4 | $794K | Buy |
9,637
+82
| +0.9% | +$6.76K | 0.24% | 67 |
|
|
2023
Q3 | $749K | Buy |
9,555
+42
| +0.4% | +$3.29K | 0.25% | 65 |
|
|
2023
Q2 | $838K | Buy |
9,513
+476
| +5% | +$41.9K | 0.28% | 61 |
|
|
2023
Q1 | $729K | Buy |
9,037
+71
| +0.8% | +$5.72K | 0.26% | 59 |
|
|
2022
Q4 | $697K | Sell |
8,966
-172
| -2% | -$13.4K | 0.27% | 60 |
|
|
2022
Q3 | $738K | Sell |
9,138
-195
| -2% | -$15.7K | 0.33% | 54 |
|
|
2022
Q2 | $838K | Sell |
9,333
-437
| -4% | -$39.2K | 0.34% | 57 |
|
|
2022
Q1 | $1.08M | Buy |
9,770
+380
| +4% | +$42.2K | 0.37% | 52 |
|
|
2021
Q4 | $971K | Sell |
9,390
-979
| -9% | -$101K | 0.33% | 53 |
|
|
2021
Q3 | $1.3M | Sell |
10,369
-21
| -0.2% | -$2.63K | 0.48% | 50 |
|
|
2021
Q2 | $1.29M | Buy |
10,390
+224
| +2% | +$27.8K | 0.47% | 51 |
|
|
2021
Q1 | $1.2M | Buy |
10,166
+1,058
| +12% | +$125K | 0.5% | 46 |
|
|
2020
Q4 | $1.07M | Buy |
9,108
+2,809
| +45% | +$329K | 0.51% | 41 |
|
|
2020
Q3 | $655K | Buy |
6,299
+442
| +8% | +$46K | 0.37% | 48 |
|
|
2020
Q2 | $543K | Buy |
5,857
+166
| +3% | +$15.4K | 0.35% | 49 |
|
|
2020
Q1 | $513K | Buy |
5,691
+2,008
| +55% | +$181K | 0.43% | 45 |
|
|
2019
Q4 | $418K | Hold |
3,683
| – | – | 0.29% | 54 |
|
|
2019
Q3 | $400K | Hold |
3,683
| – | – | 0.32% | 54 |
|
|
2019
Q2 | $359K | Sell |
3,683
-391
| -10% | -$38.1K | 0.3% | 56 |
|
|
2019
Q1 | $371K | Hold |
4,074
| – | – | 0.32% | 52 |
|
|
2018
Q4 | $371K | Buy |
+4,074
| New | +$371K | 0.4% | 46 |
|