SFS
Summit Financial Strategies’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
2,471
+43
| +2% | +$3.75K | 0.02% | 137 |
|
|
2025
Q1 | $218K | Sell |
2,428
-341
| -12% | -$30.6K | 0.02% | 132 |
|
|
2024
Q4 | $221K | Buy |
2,769
+17
| +0.6% | +$1.36K | 0.02% | 133 |
|
|
2024
Q3 | $248K | Sell |
2,752
-240
| -8% | -$21.6K | 0.03% | 128 |
|
|
2024
Q2 | $235K | Sell |
2,992
-285
| -9% | -$22.4K | 0.03% | 125 |
|
|
2024
Q1 | $286K | Sell |
3,277
-371
| -10% | -$32.3K | 0.04% | 114 |
|
|
2023
Q4 | $300K | Hold |
3,648
| – | – | 0.05% | 111 |
|
|
2023
Q3 | $286K | Buy |
3,648
+107
| +3% | +$8.38K | 0.05% | 101 |
|
|
2023
Q2 | $312K | Buy |
3,541
+1
| +0% | +$88 | 0.06% | 94 |
|
|
2023
Q1 | $285K | Buy |
3,540
+100
| +3% | +$8.06K | 0.06% | 97 |
|
|
2022
Q4 | $267K | Hold |
3,440
| – | – | 0.06% | 96 |
|
|
2022
Q3 | $278K | Hold |
3,440
| – | – | 0.07% | 96 |
|
|
2022
Q2 | $309K | Sell |
3,440
-100
| -3% | -$8.98K | 0.07% | 82 |
|
|
2022
Q1 | $393K | Buy |
3,540
+100
| +3% | +$11.1K | 0.08% | 73 |
|
|
2021
Q4 | $356K | Hold |
3,440
| – | – | 0.07% | 80 |
|
|
2021
Q3 | $431K | Buy |
3,440
+178
| +5% | +$22.3K | 0.08% | 70 |
|
|
2021
Q2 | $405K | Buy |
+3,262
| New | +$405K | 0.08% | 73 |
|
|
2018
Q1 | – | Sell |
-3,931
| Closed | -$317K | – | 56 |
|
|
2017
Q4 | $317K | Buy |
+3,931
| New | +$317K | 0.17% | 35 |
|