SFA
Sequoia Financial Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Buy |
43,790
+11,865
| +37% | +$1.03M | 0.03% | 329 |
|
|
2025
Q1 | $2.87M | Sell |
31,925
-2,934
| -8% | -$264K | 0.02% | 366 |
|
|
2024
Q4 | $2.78M | Sell |
34,859
-37,369
| -52% | -$2.99M | 0.03% | 339 |
|
|
2024
Q3 | $6.5M | Buy |
72,228
+9,340
| +15% | +$841K | 0.07% | 188 |
|
|
2024
Q2 | $4.95M | Sell |
62,888
-2,097
| -3% | -$165K | 0.06% | 191 |
|
|
2024
Q1 | $5.66M | Sell |
64,985
-17,740
| -21% | -$1.55M | 0.07% | 187 |
|
|
2023
Q4 | $6.81M | Buy |
82,725
+16,085
| +24% | +$1.33M | 0.08% | 184 |
|
|
2023
Q3 | $5.22M | Sell |
66,640
-3,823
| -5% | -$300K | 0.09% | 150 |
|
|
2023
Q2 | $6.21M | Sell |
70,463
-17,185
| -20% | -$1.51M | 0.11% | 142 |
|
|
2023
Q1 | $7.07M | Sell |
87,648
-83,657
| -49% | -$6.74M | 0.16% | 119 |
|
|
2022
Q4 | $13.3M | Buy |
171,305
+76,880
| +81% | +$5.98M | 0.33% | 61 |
|
|
2022
Q3 | $7.63M | Buy |
94,425
+1,749
| +2% | +$141K | 0.24% | 83 |
|
|
2022
Q2 | $8.32M | Sell |
92,676
-992
| -1% | -$89K | 0.24% | 80 |
|
|
2022
Q1 | $10.4M | Buy |
93,668
+11,735
| +14% | +$1.3M | 0.26% | 76 |
|
|
2021
Q4 | $8.48M | Buy |
81,933
+75,431
| +1,160% | +$7.8M | 0.23% | 88 |
|
|
2021
Q3 | $815K | Sell |
6,502
-2,110
| -25% | -$264K | 0.08% | 120 |
|
|
2021
Q2 | $1.07M | Buy |
8,612
+232
| +3% | +$28.8K | 0.04% | 197 |
|
|
2021
Q1 | $990K | Sell |
8,380
-1,281
| -13% | -$151K | 0.04% | 191 |
|
|
2020
Q4 | $1.13M | Buy |
9,661
+3,035
| +46% | +$356K | 0.05% | 176 |
|
|
2020
Q3 | $689K | Sell |
6,626
-187
| -3% | -$19.4K | 0.04% | 194 |
|
|
2020
Q2 | $625K | Buy |
6,813
+65
| +1% | +$5.96K | 0.04% | 195 |
|
|
2020
Q1 | $609K | Sell |
6,748
-44,779
| -87% | -$4.04M | 0.05% | 170 |
|
|
2019
Q4 | $5.85M | Buy |
51,527
+85
| +0.2% | +$9.64K | 0.37% | 39 |
|
|
2019
Q3 | $5.59M | Sell |
51,442
-3,462
| -6% | -$376K | 0.4% | 36 |
|
|
2019
Q2 | $5.35M | Buy |
54,904
+674
| +1% | +$65.6K | 0.4% | 35 |
|
|
2019
Q1 | $4.94M | Buy |
54,230
+49,351
| +1,011% | +$4.49M | 0.41% | 38 |
|
|
2018
Q4 | $444K | Buy |
4,879
+32
| +0.7% | +$2.91K | 0.05% | 154 |
|
|
2018
Q3 | $477K | Sell |
4,847
-827
| -15% | -$81.4K | 0.05% | 164 |
|
|
2018
Q2 | $486K | Sell |
5,674
-80
| -1% | -$6.85K | 0.05% | 161 |
|
|
2018
Q1 | $462K | Sell |
5,754
-812
| -12% | -$65.2K | 0.05% | 166 |
|
|
2017
Q4 | $530K | Buy |
6,566
+1,120
| +21% | +$90.4K | 0.06% | 161 |
|
|
2017
Q3 | $424K | Buy |
5,446
+951
| +21% | +$74K | 0.05% | 171 |
|
|
2017
Q2 | $399K | Sell |
4,495
-172
| -4% | -$15.3K | 0.05% | 168 |
|
|
2017
Q1 | $376K | Sell |
4,667
-67
| -1% | -$5.4K | 0.05% | 164 |
|
|
2016
Q4 | $337K | Buy |
4,734
+100
| +2% | +$7.12K | 0.05% | 176 |
|
|
2016
Q3 | $400K | Sell |
4,634
-90
| -2% | -$7.77K | 0.07% | 135 |
|
|
2016
Q2 | $410K | Buy |
4,724
+90
| +2% | +$7.81K | 0.11% | 131 |
|
|
2016
Q1 | $348K | Sell |
4,634
-201
| -4% | -$15.1K | 0.11% | 124 |
|
|
2015
Q4 | $372K | Buy |
+4,835
| New | +$372K | 0.15% | 104 |
|
|
2015
Q1 | – | Sell |
-2,853
| Closed | -$206K | – | 188 |
|
|
2014
Q4 | $206K | Buy |
+2,853
| New | +$206K | 0.14% | 151 |
|