Strategic Wealth 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 | $9.56M | Buy |
+109,702
| New | +$9.56M | 0.75% | 42 |
|
|
2024
Q4 | $9.33M | Buy |
101,202
+13,025
| +15% | +$1.2M | 0.77% | 44 |
|
|
2024
Q3 | $7.94M | Sell |
88,177
-243
| -0.3% | -$21.9K | 0.76% | 41 |
|
|
2024
Q2 | $6.96M | Buy |
88,420
+12,069
| +16% | +$950K | 0.73% | 43 |
|
|
2024
Q1 | $6.65M | Buy |
76,351
+16,233
| +27% | +$1.41M | 0.73% | 42 |
|
|
2023
Q4 | $4.95M | Buy |
60,118
+12,042
| +25% | +$992K | 0.61% | 57 |
|
|
2023
Q3 | $3.77M | Buy |
48,076
+1,483
| +3% | +$116K | 0.5% | 56 |
|
|
2023
Q2 | $4.1M | Buy |
46,593
+18,555
| +66% | +$1.63M | 0.53% | 50 |
|
|
2023
Q1 | $2.26M | Buy |
28,038
+4,959
| +21% | +$400K | 0.35% | 80 |
|
|
2022
Q4 | $1.79M | Buy |
23,079
+405
| +2% | +$31.5K | 0.33% | 91 |
|
|
2022
Q3 | $1.83M | Buy |
22,674
+181
| +0.8% | +$14.6K | 0.39% | 90 |
|
|
2022
Q2 | $2.02M | Buy |
22,493
+2,071
| +10% | +$186K | 0.44% | 84 |
|
|
2022
Q1 | $2.27M | Buy |
20,422
+2,435
| +14% | +$270K | 0.44% | 79 |
|
|
2021
Q4 | $1.86M | Buy |
17,987
+2,397
| +15% | +$248K | 0.35% | 90 |
|
|
2021
Q3 | $1.95M | Buy |
15,590
+2,551
| +20% | +$320K | 0.57% | 42 |
|
|
2021
Q2 | $1.62M | Sell |
13,039
-601
| -4% | -$74.6K | 0.53% | 45 |
|
|
2021
Q1 | $1.61M | Buy |
13,640
+1,701
| +14% | +$201K | 0.64% | 36 |
|
|
2020
Q4 | $1.4M | Buy |
+11,939
| New | +$1.4M | 0.59% | 44 |
|
|
2020
Q3 | – | Sell |
-10,063
| Closed | -$923K | – | 160 |
|
|
2020
Q2 | $923K | Buy |
+10,063
| New | +$923K | 0.48% | 64 |
|
|
2019
Q4 | – | Sell |
-1,905
| Closed | -$53.4K | – | 350 |
|
|
2019
Q3 | $53.4K | Buy |
1,905
+66
| +4% | +$1.85K | 0.27% | 79 |
|
|
2019
Q2 | $177K | Buy |
1,839
+940
| +105% | +$90.5K | 0.09% | 138 |
|
|
2019
Q1 | $82K | Buy |
899
+774
| +619% | +$70.6K | 0.04% | 195 |
|
|
2018
Q4 | $11K | Hold |
125
| – | – | 0.01% | 436 |
|
|
2018
Q3 | $12K | Hold |
125
| – | – | 0.01% | 429 |
|
|
2018
Q2 | $11K | Hold |
125
| – | – | 0.01% | 504 |
|
|
2018
Q1 | $10K | Hold |
125
| – | – | 0.01% | 537 |
|
|
2017
Q4 | $11K | Buy |
+125
| New | +$11K | 0.01% | 487 |
|