Transamerica Financial 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 | $640K | Sell |
7,341
-1,306
| -15% | -$114K | 0.06% | 184 |
|
|
2025
Q1 | $777K | Sell |
8,647
-257
| -3% | -$23.1K | 0.08% | 175 |
|
|
2024
Q4 | $712K | Buy |
8,904
+1,318
| +17% | +$105K | 0.07% | 174 |
|
|
2024
Q3 | $683K | Buy |
7,586
+815
| +12% | +$73.4K | 0.07% | 180 |
|
|
2024
Q2 | $533K | Hold |
6,771
| – | – | 0.06% | 167 |
|
|
2024
Q1 | $591K | Buy |
6,771
+152
| +2% | +$13.3K | 0.06% | 183 |
|
|
2023
Q4 | $546K | Sell |
6,619
-880
| -12% | -$72.6K | 0.08% | 169 |
|
|
2023
Q3 | $588K | Sell |
7,499
-249
| -3% | -$19.5K | 0.08% | 155 |
|
|
2023
Q2 | $683K | Buy |
7,748
+969
| +14% | +$85.4K | 0.09% | 158 |
|
|
2023
Q1 | $547K | Buy |
6,779
+428
| +7% | +$34.5K | 0.07% | 169 |
|
|
2022
Q4 | $494K | Buy |
6,351
+425
| +7% | +$33.1K | 0.07% | 167 |
|
|
2022
Q3 | $479K | Buy |
5,926
+233
| +4% | +$18.8K | 0.07% | 163 |
|
|
2022
Q2 | $511K | Buy |
+5,693
| New | +$511K | 0.07% | 163 |
|
|
2021
Q3 | – | Sell |
-3
| Closed | -$1K | – | 169 |
|
|
2021
Q2 | $1K | Sell |
3
-1
| -25% | -$333 | 0.02% | 154 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | 0.02% | 164 |
|
|
2020
Q4 | $1K | Hold |
4
| – | – | 0.02% | 155 |
|
|
2020
Q3 | $1K | Sell |
4
-1,998
| -100% | -$500K | 0.02% | 164 |
|
|
2020
Q2 | $184K | Buy |
+2,002
| New | +$184K | 0.04% | 172 |
|
|
2019
Q3 | – | Sell |
-485
| Closed | -$48K | – | 371 |
|
|
2019
Q2 | $48K | Buy |
+485
| New | +$48K | 0.01% | 253 |
|
|
2019
Q1 | – | Sell |
-495
| Closed | -$45K | – | 331 |
|
|
2018
Q4 | $45K | Sell |
495
-153
| -24% | -$13.9K | 0.01% | 216 |
|
|
2018
Q3 | $64K | Sell |
648
-36
| -5% | -$3.56K | 0.01% | 214 |
|
|
2018
Q2 | $59K | Sell |
684
-7,728
| -92% | -$667K | 0.01% | 225 |
|
|
2018
Q1 | $675K | Sell |
8,412
-355
| -4% | -$28.5K | 0.1% | 160 |
|
|
2017
Q4 | $708K | Sell |
8,767
-102
| -1% | -$8.24K | 0.09% | 169 |
|
|
2017
Q3 | $690K | Sell |
8,869
-222
| -2% | -$17.3K | 0.09% | 165 |
|
|
2017
Q2 | $807K | Sell |
9,091
-92
| -1% | -$8.17K | 0.11% | 138 |
|
|
2017
Q1 | $740K | Sell |
9,183
-37
| -0.4% | -$2.98K | 0.09% | 160 |
|
|
2016
Q4 | $657K | Sell |
9,220
-15
| -0.2% | -$1.07K | 0.08% | 166 |
|
|
2016
Q3 | $798K | Buy |
9,235
+596
| +7% | +$51.5K | 0.09% | 163 |
|
|
2016
Q2 | $750K | Buy |
8,639
+605
| +8% | +$52.5K | 0.08% | 169 |
|
|
2016
Q1 | $603K | Buy |
8,034
+815
| +11% | +$61.2K | 0.05% | 194 |
|
|
2015
Q4 | $556K | Buy |
7,219
+403
| +6% | +$31K | 0.04% | 221 |
|
|
2015
Q3 | $457K | Buy |
6,816
+89
| +1% | +$5.97K | 0.04% | 209 |
|
|
2015
Q2 | $499K | Buy |
6,727
+136
| +2% | +$10.1K | 0.04% | 226 |
|
|
2015
Q1 | $514K | Buy |
6,591
+1,192
| +22% | +$93K | 0.04% | 226 |
|
|
2014
Q4 | $390K | Buy |
5,399
+420
| +8% | +$30.3K | 0.03% | 221 |
|
|
2014
Q3 | $309K | Buy |
4,979
+226
| +5% | +$14K | 0.03% | 218 |
|
|
2014
Q2 | $304K | Buy |
4,753
+181
| +4% | +$11.6K | 0.03% | 235 |
|
|
2014
Q1 | $282K | Buy |
+4,572
| New | +$282K | 0.03% | 217 |
|