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