Smith Salley Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.2M | Sell |
162,769
-17,507
| -10% | -$1.53M | 0.82% | 38 |
|
2025
Q1 | $16.2M | Buy |
180,276
+3,588
| +2% | +$322K | 1.06% | 31 |
|
2024
Q4 | $14.1M | Buy |
176,688
+3,520
| +2% | +$281K | 0.91% | 37 |
|
2024
Q3 | $15.6M | Buy |
173,168
+16,402
| +10% | +$1.48M | 1.02% | 34 |
|
2024
Q2 | $12.3M | Buy |
156,766
+3,080
| +2% | +$242K | 0.89% | 37 |
|
2024
Q1 | $13.4M | Sell |
153,686
-35,801
| -19% | -$3.12M | 1.04% | 35 |
|
2023
Q4 | $15.6M | Buy |
189,487
+2,211
| +1% | +$182K | 1.01% | 36 |
|
2023
Q3 | $14.7M | Buy |
187,276
+6,486
| +4% | +$508K | 1.09% | 33 |
|
2023
Q2 | $15.9M | Buy |
180,790
+2,264
| +1% | +$199K | 1.18% | 33 |
|
2023
Q1 | $14.4M | Buy |
178,526
+42,783
| +32% | +$3.45M | 1.14% | 33 |
|
2022
Q4 | $10.5M | Sell |
135,743
-53,385
| -28% | -$4.15M | 0.9% | 36 |
|
2022
Q3 | $15.3M | Buy |
189,128
+1,300
| +0.7% | +$105K | 1.42% | 25 |
|
2022
Q2 | $16.9M | Buy |
187,828
+8,334
| +5% | +$748K | 1.46% | 21 |
|
2022
Q1 | $19.9M | Buy |
179,494
+10,139
| +6% | +$1.12M | 1.5% | 16 |
|
2021
Q4 | $17.5M | Sell |
169,355
-112
| -0.1% | -$11.6K | 1.24% | 26 |
|
2021
Q3 | $21.2M | Buy |
169,467
+2,957
| +2% | +$371K | 1.67% | 16 |
|
2021
Q2 | $20.7M | Buy |
166,510
+4,440
| +3% | +$551K | 1.67% | 16 |
|
2021
Q1 | $19.1M | Buy |
162,070
+6,455
| +4% | +$763K | 1.72% | 15 |
|
2020
Q4 | $18.2M | Buy |
155,615
+6,879
| +5% | +$806K | 1.85% | 15 |
|
2020
Q3 | $15.5M | Buy |
148,736
+24,777
| +20% | +$2.57M | 1.87% | 15 |
|
2020
Q2 | $11.4M | Buy |
123,959
+21,553
| +21% | +$1.98M | 1.52% | 20 |
|
2020
Q1 | $9.24M | Sell |
102,406
-16,916
| -14% | -$1.53M | 1.54% | 21 |
|
2019
Q4 | $13.5M | Sell |
119,322
-407
| -0.3% | -$46.2K | 1.79% | 14 |
|
2019
Q3 | $13M | Buy |
119,729
+5,137
| +4% | +$558K | 1.85% | 13 |
|
2019
Q2 | $11.2M | Buy |
114,592
+3,581
| +3% | +$349K | 1.68% | 15 |
|
2019
Q1 | $10.1M | Buy |
111,011
+27,023
| +32% | +$2.46M | 1.63% | 16 |
|
2018
Q4 | $7.64M | Buy |
83,988
+78,616
| +1,463% | +$7.15M | 1.41% | 21 |
|
2018
Q3 | $528K | Buy |
5,372
+109
| +2% | +$10.7K | 0.08% | 119 |
|
2018
Q2 | $451K | Buy |
5,263
+40
| +0.8% | +$3.43K | 0.08% | 122 |
|
2018
Q1 | $419K | Sell |
5,223
-278
| -5% | -$22.3K | 0.08% | 119 |
|
2017
Q4 | $444K | Sell |
5,501
-120
| -2% | -$9.69K | 0.08% | 124 |
|
2017
Q3 | $437K | Sell |
5,621
-114
| -2% | -$8.86K | 0.08% | 120 |
|
2017
Q2 | $509K | Sell |
5,735
-118
| -2% | -$10.5K | 0.1% | 114 |
|
2017
Q1 | $472K | Buy |
5,853
+141
| +2% | +$11.4K | 0.1% | 115 |
|
2016
Q4 | $407K | Hold |
5,712
| – | – | 0.08% | 119 |
|
2016
Q3 | $494K | Sell |
5,712
-2,795
| -33% | -$242K | 0.11% | 111 |
|
2016
Q2 | $738K | Sell |
8,507
-55,286
| -87% | -$4.8M | 0.17% | 101 |
|
2016
Q1 | $4.79M | Sell |
63,793
-20,086
| -24% | -$1.51M | 1.2% | 33 |
|
2015
Q4 | $6.45M | Buy |
83,879
+1,286
| +2% | +$98.9K | 1.61% | 16 |
|
2015
Q3 | $5.53M | Buy |
82,593
+50,544
| +158% | +$3.38M | 1.49% | 20 |
|
2015
Q2 | $2.38M | Sell |
32,049
-49,007
| -60% | -$3.63M | 0.6% | 53 |
|
2015
Q1 | $6.32M | Buy |
81,056
+76,684
| +1,754% | +$5.98M | 1.61% | 14 |
|
2014
Q4 | $316K | Sell |
4,372
-171
| -4% | -$12.4K | 0.08% | 136 |
|
2014
Q3 | $281K | Buy |
4,543
+33
| +0.7% | +$2.04K | 0.07% | 148 |
|
2014
Q2 | $288K | Buy |
4,510
+53
| +1% | +$3.38K | 0.08% | 156 |
|
2014
Q1 | $274K | Buy |
4,457
+108
| +2% | +$6.64K | 0.17% | 94 |
|
2013
Q4 | $250K | Sell |
4,349
-1,519
| -26% | -$87.3K | 0.16% | 89 |
|
2013
Q3 | $312K | Buy |
5,868
+1,357
| +30% | +$72.2K | 0.25% | 63 |
|
2013
Q2 | $232K | Buy |
+4,511
| New | +$232K | 0.19% | 82 |
|