Simon Quick 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 | $5.25M | Buy |
60,183
+52,382
| +671% | +$4.57M | 0.21% | 71 |
|
|
2025
Q1 | $701K | Buy |
7,801
+2,641
| +51% | +$237K | 0.04% | 225 |
|
|
2024
Q4 | $412K | Buy |
5,160
+1,353
| +36% | +$108K | 0.02% | 284 |
|
|
2024
Q3 | $343K | Buy |
3,807
+643
| +20% | +$57.9K | 0.02% | 292 |
|
|
2024
Q2 | $249K | Buy |
3,164
+653
| +26% | +$51.4K | 0.02% | 318 |
|
|
2024
Q1 | $219K | Buy |
+2,511
| New | +$219K | 0.02% | 374 |
|
|
2023
Q4 | – | Sell |
-3,326
| Closed | -$261K | – | 364 |
|
|
2023
Q3 | $261K | Buy |
3,326
+489
| +17% | +$38.3K | 0.02% | 256 |
|
|
2023
Q2 | $250K | Buy |
+2,837
| New | +$250K | 0.02% | 240 |
|
|
2020
Q3 | – | Sell |
-728
| Closed | -$67K | – | 480 |
|
|
2020
Q2 | $67K | Buy |
728
+12
| +2% | +$1.1K | 0.03% | 165 |
|
|
2020
Q1 | $65K | Sell |
716
-130
| -15% | -$11.8K | 0.02% | 162 |
|
|
2019
Q4 | $96K | Buy |
846
+187
| +28% | +$21.2K | 0.03% | 150 |
|
|
2019
Q3 | $72K | Buy |
659
+492
| +295% | +$53.8K | 0.03% | 145 |
|
|
2019
Q2 | $16.3K | Buy |
+167
| New | +$16.3K | 0.01% | 190 |
|
|
2019
Q1 | – | Sell |
-400
| Closed | -$36K | – | 426 |
|
|
2018
Q4 | $36K | Sell |
400
-68
| -15% | -$6.12K | 0.01% | 213 |
|
|
2018
Q3 | $46K | Sell |
468
-59
| -11% | -$5.8K | 0.02% | 182 |
|
|
2018
Q2 | $45K | Sell |
527
-496
| -48% | -$42.4K | 0.02% | 190 |
|
|
2018
Q1 | $82K | Buy |
1,023
+431
| +73% | +$34.5K | 0.03% | 147 |
|
|
2017
Q4 | $51K | Sell |
592
-8
| -1% | -$689 | 0.02% | 226 |
|
|
2017
Q3 | $47K | Buy |
+600
| New | +$47K | 0.02% | 278 |
|
|
2017
Q2 | – | Sell |
-146
| Closed | -$12K | – | 346 |
|
|
2017
Q1 | $12K | Sell |
146
-1,030
| -88% | -$84.7K | 0.01% | 250 |
|
|
2016
Q4 | $84K | Buy |
+1,176
| New | +$84K | 0.06% | 131 |
|