United Asset Strategies’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Sell |
7,573
-707
| -9% | -$61.6K | 0.06% | 173 |
|
|
2025
Q1 | $744K | Buy |
8,280
+66
| +0.8% | +$5.93K | 0.07% | 166 |
|
|
2024
Q4 | $656K | Sell |
8,214
-131
| -2% | -$10.5K | 0.06% | 164 |
|
|
2024
Q3 | $751K | Sell |
8,345
-98,102
| -92% | -$8.83M | 0.07% | 161 |
|
|
2024
Q2 | $8.38M | Buy |
106,447
+11,342
| +12% | +$893K | 0.83% | 41 |
|
|
2024
Q1 | $8.29M | Buy |
95,105
+23,191
| +32% | +$2.02M | 0.83% | 42 |
|
|
2023
Q4 | $5.92M | Sell |
71,914
-13,333
| -16% | -$1.1M | 0.67% | 46 |
|
|
2023
Q3 | $6.68M | Buy |
85,247
+2,573
| +3% | +$202K | 0.86% | 39 |
|
|
2023
Q2 | $7.28M | Buy |
82,674
+2,275
| +3% | +$200K | 0.91% | 38 |
|
|
2023
Q1 | $6.48M | Buy |
80,399
+6,610
| +9% | +$533K | 0.86% | 42 |
|
|
2022
Q4 | $5.73M | Sell |
73,789
-29,892
| -29% | -$2.32M | 0.8% | 45 |
|
|
2022
Q3 | $8.37M | Buy |
103,681
+3,169
| +3% | +$256K | 1.29% | 25 |
|
|
2022
Q2 | $9.02M | Buy |
100,512
+2,013
| +2% | +$181K | 1.31% | 27 |
|
|
2022
Q1 | $10.9M | Buy |
98,499
+4,765
| +5% | +$529K | 1.39% | 21 |
|
|
2021
Q4 | $9.7M | Sell |
93,734
-3,113
| -3% | -$322K | 1.15% | 33 |
|
|
2021
Q3 | $12.1M | Buy |
96,847
+3,167
| +3% | +$397K | 1.57% | 22 |
|
|
2021
Q2 | $11.6M | Buy |
93,680
+1,005
| +1% | +$125K | 1.55% | 20 |
|
|
2021
Q1 | $10.9M | Buy |
92,675
+1,173
| +1% | +$139K | 1.59% | 18 |
|
|
2020
Q4 | $10.7M | Buy |
91,502
+1,034
| +1% | +$121K | 1.69% | 16 |
|
|
2020
Q3 | $9.4M | Sell |
90,468
-1,973
| -2% | -$205K | 1.73% | 17 |
|
|
2020
Q2 | $8.48M | Sell |
92,441
-625
| -0.7% | -$57.3K | 1.67% | 16 |
|
|
2020
Q1 | $8.39M | Buy |
93,066
+66,683
| +253% | +$6.01M | 2.08% | 9 |
|
|
2019
Q4 | $2.99M | Buy |
+26,383
| New | +$2.99M | 0.58% | 55 |
|