TCI Wealth 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 | $371K | Sell |
4,254
-516
| -11% | -$45K | 0.03% | 170 |
|
|
2025
Q1 | $429K | Sell |
4,770
-575
| -11% | -$51.7K | 0.03% | 137 |
|
|
2024
Q4 | $427K | Buy |
5,345
+55
| +1% | +$4.39K | 0.04% | 139 |
|
|
2024
Q3 | $476K | Sell |
5,290
-326
| -6% | -$29.4K | 0.04% | 135 |
|
|
2024
Q2 | $442K | Sell |
5,616
-171
| -3% | -$13.5K | 0.04% | 131 |
|
|
2024
Q1 | $504K | Buy |
5,787
+27
| +0.5% | +$2.35K | 0.05% | 120 |
|
|
2023
Q4 | $475K | Sell |
5,760
-178
| -3% | -$14.7K | 0.05% | 119 |
|
|
2023
Q3 | $465K | Buy |
5,938
+112
| +2% | +$8.78K | 0.06% | 112 |
|
|
2023
Q2 | $513K | Buy |
5,826
+4
| +0.1% | +$352 | 0.07% | 106 |
|
|
2023
Q1 | $469K | Buy |
5,822
+90
| +2% | +$7.26K | 0.06% | 111 |
|
|
2022
Q4 | $446K | Sell |
5,732
-369
| -6% | -$28.7K | 0.06% | 108 |
|
|
2022
Q3 | $493K | Buy |
6,101
+303
| +5% | +$24.5K | 0.08% | 96 |
|
|
2022
Q2 | $520K | Sell |
5,798
-261
| -4% | -$23.4K | 0.08% | 98 |
|
|
2022
Q1 | $672K | Buy |
6,059
+32
| +0.5% | +$3.55K | 0.1% | 84 |
|
|
2021
Q4 | $624K | Sell |
6,027
-66
| -1% | -$6.83K | 0.09% | 87 |
|
|
2021
Q3 | $764K | Buy |
6,093
+63
| +1% | +$7.9K | 0.12% | 74 |
|
|
2021
Q2 | $749K | Sell |
6,030
-480
| -7% | -$59.6K | 0.13% | 72 |
|
|
2021
Q1 | $769K | Sell |
6,510
-478
| -7% | -$56.5K | 0.33% | 58 |
|
|
2020
Q4 | $819K | Buy |
6,988
+4
| +0.1% | +$469 | 0.37% | 52 |
|
|
2020
Q3 | $726K | Buy |
6,984
+468
| +7% | +$48.6K | 0.29% | 64 |
|
|
2020
Q2 | $598K | Sell |
6,516
-920
| -12% | -$84.4K | 0.26% | 66 |
|
|
2020
Q1 | $671K | Buy |
7,436
+343
| +5% | +$31K | 0.33% | 60 |
|
|
2019
Q4 | $805K | Buy |
7,093
+28
| +0.4% | +$3.18K | 0.31% | 63 |
|
|
2019
Q3 | $767K | Buy |
7,065
+210
| +3% | +$22.8K | 0.34% | 62 |
|
|
2019
Q2 | $668K | Sell |
6,855
-56
| -0.8% | -$5.46K | 0.3% | 65 |
|
|
2019
Q1 | $629K | Sell |
6,911
-16
| -0.2% | -$1.46K | 0.28% | 71 |
|
|
2018
Q4 | $630K | Sell |
6,927
-28
| -0.4% | -$2.55K | 0.31% | 65 |
|
|
2018
Q3 | $684K | Sell |
6,955
-81
| -1% | -$7.97K | 0.29% | 68 |
|
|
2018
Q2 | $602K | Buy |
7,036
+105
| +2% | +$8.98K | 0.27% | 75 |
|
|
2018
Q1 | $556K | Sell |
6,931
-553
| -7% | -$44.4K | 0.26% | 76 |
|
|
2017
Q4 | $604K | Buy |
7,484
+148
| +2% | +$11.9K | 0.27% | 76 |
|
|
2017
Q3 | $571K | Sell |
7,336
-17
| -0.2% | -$1.32K | 0.28% | 74 |
|
|
2017
Q2 | $653K | Sell |
7,353
-239
| -3% | -$21.2K | 0.33% | 67 |
|
|
2017
Q1 | $612K | Sell |
7,592
-2,431
| -24% | -$196K | 0.32% | 65 |
|
|
2016
Q4 | $714K | Buy |
10,023
+629
| +7% | +$44.8K | 0.37% | 60 |
|
|
2016
Q3 | $812K | Sell |
9,394
-1,043
| -10% | -$90.2K | 0.44% | 57 |
|
|
2016
Q2 | $906K | Sell |
10,437
-3,343
| -24% | -$290K | 0.5% | 49 |
|
|
2016
Q1 | $1.03M | Sell |
13,780
-227
| -2% | -$17K | 0.57% | 44 |
|
|
2015
Q4 | $1.08M | Sell |
14,007
-2,207
| -14% | -$170K | 0.6% | 42 |
|
|
2015
Q3 | $1.09M | Sell |
16,214
-204
| -1% | -$13.7K | 0.65% | 40 |
|
|
2015
Q2 | $1.22M | Sell |
16,418
-187
| -1% | -$13.9K | 0.7% | 37 |
|
|
2015
Q1 | $1.3M | Sell |
16,605
-164
| -1% | -$12.8K | 0.81% | 33 |
|
|
2014
Q4 | $1.21M | Sell |
16,769
-510
| -3% | -$36.8K | 0.75% | 36 |
|
|
2014
Q3 | $1.07M | Sell |
17,279
-9
| -0.1% | -$557 | 0.67% | 37 |
|
|
2014
Q2 | $1.1M | Sell |
17,288
-103
| -0.6% | -$6.57K | 0.66% | 37 |
|
|
2014
Q1 | $1.07M | Hold |
17,391
| – | – | 0.7% | 34 |
|
|
2013
Q4 | $998K | Sell |
17,391
-137
| -0.8% | -$7.86K | 0.63% | 36 |
|
|
2013
Q3 | $933K | Hold |
17,528
| – | – | 0.71% | 35 |
|
|
2013
Q2 | $902K | Buy |
+17,528
| New | +$902K | 0.68% | 36 |
|