Summit Financial’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.01M Buy
22,844
+288
+1% +$25.3K 0.05% 291
2025
Q1
$2.03M Buy
22,556
+2,226
+11% +$200K 0.06% 256
2024
Q4
$1.64M Buy
20,330
+7,249
+55% +$584K 0.06% 243
2024
Q3
$1.19M Buy
13,081
+915
+8% +$83K 0.05% 232
2024
Q2
$966K Buy
12,166
+4,308
+55% +$342K 0.04% 232
2024
Q1
$690K Buy
7,858
+445
+6% +$39.1K 0.04% 223
2023
Q4
$615K Sell
7,413
-2,437
-25% -$202K 0.04% 223
2023
Q3
$779K Sell
9,850
-5,091
-34% -$402K 0.06% 187
2023
Q2
$1.33M Sell
14,941
-5,296
-26% -$470K 0.1% 123
2023
Q1
$1.65M Sell
20,237
-226
-1% -$18.4K 0.14% 76
2022
Q4
$1.59M Sell
20,463
-1,000
-5% -$77.7K 0.15% 79
2022
Q3
$1.75M Buy
21,463
+3,905
+22% +$318K 0.17% 66
2022
Q2
$1.59M Buy
17,558
+108
+0.6% +$9.77K 0.15% 68
2022
Q1
$1.95M Buy
17,450
+2,492
+17% +$278K 0.15% 65
2021
Q4
$1.56M Buy
14,958
+4,260
+40% +$443K 0.12% 75
2021
Q3
$1.35M Buy
10,698
+5,887
+122% +$742K 0.12% 66
2021
Q2
$600K Buy
+4,811
New +$600K 0.06% 75