Summit Trail Advisors’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.49M Buy
2025
Q2
$3.06M Buy
2025
Q1
$1.99M Buy
2024
Q4
$1.44M Buy
2024
Q3
$1.31M Sell
2024
Q2
$1.18M Buy
2024
Q1
$1.29M Buy
2023
Q4
$930K Sell
2023
Q3
$933K Sell
2023
Q2
$1.15M Buy
2023
Q1
$694K Buy
2022
Q4
$508K Buy
2022
Q3
$507K Sell
2022
Q2
$575K Buy
2022
Q1
$525K Buy
2019
Q1
Sell
2018
Q4
$250K Sell
2018
Q3
$884K Buy
2018
Q2
$480K Sell
2018
Q1
$819K Buy
2017
Q4
$1.08M Buy