Stamos Capital 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 | $5.3M | Buy |
60,805
+13,922
| +30% | +$1.21M | 0.95% | 28 |
|
|
2025
Q1 | $4.21M | Sell |
46,883
-12,477
| -21% | -$1.12M | 1.1% | 23 |
|
|
2024
Q4 | $4.74M | Buy |
59,360
+2,760
| +5% | +$220K | 1.11% | 22 |
|
|
2024
Q3 | $5.1M | Sell |
56,600
-4,010
| -7% | -$361K | 1.2% | 23 |
|
|
2024
Q2 | $4.77M | Buy |
60,610
+320
| +0.5% | +$25.2K | 1.01% | 25 |
|
|
2024
Q1 | $5.25M | Sell |
60,290
-3,580
| -6% | -$312K | 1.19% | 19 |
|
|
2023
Q4 | $5.26M | Buy |
63,870
+16,140
| +34% | +$1.33M | 1.43% | 18 |
|
|
2023
Q3 | $3.74M | Buy |
47,730
+8,530
| +22% | +$668K | 0.83% | 29 |
|
|
2023
Q2 | $3.45M | Buy |
39,200
+20,450
| +109% | +$1.8M | 0.81% | 31 |
|
|
2023
Q1 | $1.51M | Buy |
+18,750
| New | +$1.51M | 0.39% | 69 |
|
|
2020
Q4 | – | Sell |
-2,500
| Closed | -$260K | – | 65 |
|
|
2020
Q3 | $260K | Hold |
2,500
| – | – | 0.1% | 63 |
|
|
2020
Q2 | $229K | Sell |
2,500
-8,768
| -78% | -$803K | 0.13% | 50 |
|
|
2020
Q1 | $1.02M | Buy |
+11,268
| New | +$1.02M | 0.54% | 57 |
|
|
2019
Q1 | – | Sell |
-9,000
| Closed | -$819K | – | 85 |
|
|
2018
Q4 | $819K | Buy |
+9,000
| New | +$819K | 0.62% | 47 |
|