SIAP
Sterling Investment Advisors (Pennsylvania)’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
21,221
+726
| +4% | +$63.3K | 0.41% | 71 |
|
|
2025
Q1 | $1.84M | Buy |
20,495
+682
| +3% | +$61.3K | 0.44% | 65 |
|
|
2024
Q4 | $1.58M | Buy |
19,813
+1,899
| +11% | +$152K | 0.38% | 69 |
|
|
2024
Q3 | $1.61M | Buy |
17,914
+3,500
| +24% | +$315K | 0.41% | 68 |
|
|
2024
Q2 | $1.13M | Buy |
14,414
+50
| +0.3% | +$3.94K | 0.31% | 76 |
|
|
2024
Q1 | $1.25M | Buy |
14,364
+250
| +2% | +$21.8K | 0.35% | 71 |
|
|
2023
Q4 | $1.16M | Buy |
14,114
+3,075
| +28% | +$253K | 0.36% | 68 |
|
|
2023
Q3 | $865K | Buy |
+11,039
| New | +$865K | 0.3% | 76 |
|
|
2022
Q3 | – | Sell |
-784
| Closed | -$70K | – | 340 |
|
|
2022
Q2 | $70K | Hold |
784
| – | – | 0.02% | 203 |
|
|
2022
Q1 | $87K | Sell |
784
-120
| -13% | -$13.3K | 0.02% | 205 |
|
|
2021
Q4 | $94K | Hold |
904
| – | – | 0.03% | 200 |
|
|
2021
Q3 | $113K | Sell |
904
-169
| -16% | -$21.1K | 0.03% | 183 |
|
|
2021
Q2 | $133K | Buy |
1,073
+153
| +17% | +$19K | 0.04% | 176 |
|
|
2021
Q1 | $109K | Buy |
920
+120
| +15% | +$14.2K | 0.04% | 182 |
|
|
2020
Q4 | $94K | Hold |
800
| – | – | 0.03% | 180 |
|
|
2020
Q3 | $83K | Hold |
800
| – | – | 0.03% | 177 |
|
|
2020
Q2 | $73K | Hold |
800
| – | – | 0.03% | 184 |
|
|
2020
Q1 | $72K | Hold |
800
| – | – | 0.04% | 163 |
|
|
2019
Q4 | $90K | Hold |
800
| – | – | 0.04% | 159 |
|
|
2019
Q3 | $87K | Hold |
800
| – | – | 0.04% | 160 |
|
|
2019
Q2 | $78K | Hold |
800
| – | – | 0.04% | 168 |
|
|
2019
Q1 | $73K | Hold |
800
| – | – | 0.04% | 177 |
|
|
2018
Q4 | $72K | Hold |
800
| – | – | 0.04% | 162 |
|
|
2018
Q3 | $79K | Hold |
800
| – | – | 0.04% | 178 |
|
|
2018
Q2 | $68K | Hold |
800
| – | – | 0.04% | 170 |
|
|
2018
Q1 | $64K | Hold |
800
| – | – | 0.04% | 172 |
|
|
2017
Q4 | $65K | Hold |
800
| – | – | 0.04% | 166 |
|
|
2017
Q3 | $62K | Hold |
800
| – | – | 0.04% | 162 |
|
|
2017
Q2 | $71K | Hold |
800
| – | – | 0.05% | 157 |
|
|
2017
Q1 | $64K | Sell |
800
-65
| -8% | -$5.2K | 0.05% | 156 |
|
|
2016
Q4 | $62K | Buy |
+865
| New | +$62K | 0.05% | 140 |
|