Shepherd Financial Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Buy |
5,912
+153
| +3% | +$13.3K | 0.05% | 155 |
|
|
2025
Q1 | $518K | Buy |
5,759
+192
| +3% | +$17.3K | 0.06% | 148 |
|
|
2024
Q4 | $445K | Buy |
5,567
+159
| +3% | +$12.7K | 0.05% | 150 |
|
|
2024
Q3 | $487K | Buy |
5,408
+87
| +2% | +$7.83K | 0.06% | 149 |
|
|
2024
Q2 | $419K | Sell |
5,321
-1,114
| -17% | -$87.7K | 0.05% | 157 |
|
|
2024
Q1 | $561K | Sell |
6,435
-194
| -3% | -$16.9K | 0.07% | 140 |
|
|
2023
Q4 | $546K | Buy |
6,629
+95
| +1% | +$7.83K | 0.08% | 135 |
|
|
2023
Q3 | $512K | Buy |
6,534
+1,124
| +21% | +$88.1K | 0.08% | 130 |
|
|
2023
Q2 | $477K | Buy |
5,410
+438
| +9% | +$38.6K | 0.07% | 131 |
|
|
2023
Q1 | $401K | Buy |
4,972
+376
| +8% | +$30.3K | 0.07% | 139 |
|
|
2022
Q4 | $357K | Buy |
4,596
+918
| +25% | +$71.3K | 0.06% | 135 |
|
|
2022
Q3 | $297K | Buy |
3,678
+1,168
| +47% | +$94.3K | 0.06% | 138 |
|
|
2022
Q2 | $225K | Sell |
2,510
-21
| -0.8% | -$1.88K | 0.04% | 154 |
|
|
2022
Q1 | $280K | Buy |
+2,531
| New | +$280K | 0.05% | 143 |
|
|
2021
Q4 | – | Sell |
-1,740
| Closed | -$218K | – | 157 |
|
|
2021
Q3 | $218K | Buy |
1,740
+23
| +1% | +$2.88K | 0.04% | 144 |
|
|
2021
Q2 | $213K | Sell |
1,717
-1
| -0.1% | -$124 | 0.04% | 144 |
|
|
2021
Q1 | $203K | Buy |
+1,718
| New | +$203K | 0.04% | 139 |
|