Summit Trail Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
34,772
+12,749
| +58% | +$1.12M | 0.05% | 182 |
|
|
2025
Q1 | $1.99M | Buy |
22,023
+4,129
| +23% | +$374K | 0.07% | 96 |
|
|
2024
Q4 | $1.44M | Buy |
17,894
+3,497
| +24% | +$282K | 0.05% | 106 |
|
|
2024
Q3 | $1.31M | Sell |
14,397
-415
| -3% | -$37.6K | 0.03% | 220 |
|
|
2024
Q2 | $1.18M | Buy |
14,812
+169
| +1% | +$13.4K | 0.03% | 214 |
|
|
2024
Q1 | $1.29M | Buy |
14,643
+3,451
| +31% | +$303K | 0.03% | 178 |
|
|
2023
Q4 | $930K | Sell |
11,192
-615
| -5% | -$51.1K | 0.03% | 190 |
|
|
2023
Q3 | $933K | Sell |
11,807
-1,142
| -9% | -$90.3K | 0.03% | 174 |
|
|
2023
Q2 | $1.15M | Buy |
12,949
+4,413
| +52% | +$392K | 0.04% | 150 |
|
|
2023
Q1 | $694K | Buy |
8,536
+2,049
| +32% | +$167K | 0.03% | 176 |
|
|
2022
Q4 | $508K | Buy |
6,487
+255
| +4% | +$20K | 0.02% | 183 |
|
|
2022
Q3 | $507K | Sell |
6,232
-130
| -2% | -$10.6K | 0.03% | 177 |
|
|
2022
Q2 | $575K | Buy |
6,362
+1,652
| +35% | +$149K | 0.04% | 167 |
|
|
2022
Q1 | $525K | Buy |
+4,710
| New | +$525K | 0.04% | 162 |
|
|
2019
Q1 | – | Sell |
-2,741
| Closed | -$250K | – | 119 |
|
|
2018
Q4 | $250K | Sell |
2,741
-6,205
| -69% | -$566K | 0.09% | 89 |
|
|
2018
Q3 | $884K | Buy |
8,946
+3,345
| +60% | +$331K | 0.2% | 66 |
|
|
2018
Q2 | $480K | Sell |
5,601
-9,759
| -64% | -$836K | 0.17% | 73 |
|
|
2018
Q1 | $819K | Buy |
15,360
+2,586
| +20% | +$138K | 0.14% | 156 |
|
|
2017
Q4 | $1.08M | Buy |
+12,774
| New | +$1.08M | 0.14% | 147 |
|