Steward Partners Investment Advisory’s Medtronic MDT Stock Holding History

Steward Partners Investment Advisory’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$23.4M	Buy	267,945 +16,265	+6%	+$1.42M	0.18%	110
2025 Q1	$22.6M	Buy	251,680 +23,120	+10%	+$2.08M	0.2%	102
2024 Q4	$18.3M	Buy	228,560 +21,244	+10%	+$1.7M	0.16%	125
2024 Q3	$18.7M	Buy	207,316 +10,959	+6%	+$987K	0.17%	126
2024 Q2	$15.5M	Sell	196,357 -18,466	-9%	-$1.45M	0.16%	125
2024 Q1	$18.7M	Buy	214,823 +69,997	+48%	+$6.1M	0.21%	100
2023 Q4	$11.9M	Sell	144,826 -1,316	-0.9%	-$108K	0.16%	140
2023 Q3	$11.5M	Buy	146,142 +3,107	+2%	+$243K	0.18%	125
2023 Q2	$12.6M	Sell	143,035 -24,760	-15%	-$2.18M	0.19%	116
2023 Q1	$13.5M	Buy	167,795 +37,317	+29%	+$3.01M	0.22%	107
2022 Q4	$10.1M	Buy	130,478 +14,725	+13%	+$1.14M	0.17%	139
2022 Q3	$9.35M	Buy	115,753 +5,502	+5%	+$444K	0.17%	138
2022 Q2	$9.9M	Buy	110,251 +3,420	+3%	+$307K	0.18%	130
2022 Q1	$11.9M	Buy	106,831 +13,335	+14%	+$1.48M	0.18%	129
2021 Q4	$9.67M	Buy	93,496 +7,222	+8%	+$747K	0.15%	155
2021 Q3	$10.8M	Sell	86,274 -20,087	-19%	-$2.52M	0.19%	132
2021 Q2	$13.2M	Sell	106,361 -20,482	-16%	-$2.54M	0.22%	99
2021 Q1	$15M	Buy	126,843 +14,882	+13%	+$1.76M	0.26%	91
2020 Q4	$13.1M	Buy	111,961 +11,725	+12%	+$1.37M	0.28%	86
2020 Q3	$10.4M	Sell	100,236 -13,722	-12%	-$1.43M	0.26%	98
2020 Q2	$10.5M	Buy	113,958 +24,410	+27%	+$2.24M	0.3%	81
2020 Q1	$8.08M	Buy	89,548 +31,610	+55%	+$2.85M	0.3%	87
2019 Q4	$6.57M	Sell	57,938 -8,281	-13%	-$939K	0.19%	121
2019 Q3	$7.19M	Buy	66,219 +4,429	+7%	+$481K	0.24%	103
2019 Q2	$6.02M	Buy	61,790 +28,007	+83%	+$2.73M	0.22%	107
2019 Q1	$3.08M	Buy	33,783 +189	+0.6%	+$17.2K	0.13%	162
2018 Q4	$3.06M	Sell	33,594 -1,134	-3%	-$103K	0.15%	157
2018 Q3	$3.42M	Sell	34,728 -1,218	-3%	-$120K	0.16%	140
2018 Q2	$3.08M	Buy	35,946 +16,530	+85%	+$1.41M	0.18%	128
2018 Q1	$1.56M	Buy	+19,416	New	+$1.56M	0.11%	203