United Capital 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 | $42.8M | Buy |
491,215
+20,434
| +4% | +$1.78M | 0.35% | 64 |
|
|
2025
Q1 | $42.3M | Buy |
470,781
+6,345
| +1% | +$570K | 0.36% | 57 |
|
|
2024
Q4 | $37.1M | Buy |
464,436
+77,010
| +20% | +$6.15M | 0.31% | 71 |
|
|
2024
Q3 | $34.9M | Sell |
387,426
-7,914
| -2% | -$712K | 0.29% | 76 |
|
|
2024
Q2 | $31.1M | Sell |
395,340
-42,065
| -10% | -$3.31M | 0.27% | 77 |
|
|
2024
Q1 | $38.1M | Sell |
437,405
-11,657
| -3% | -$1.02M | 0.31% | 70 |
|
|
2023
Q4 | $37M | Sell |
449,062
-216,975
| -33% | -$17.9M | 0.31% | 73 |
|
|
2023
Q3 | $52.2M | Sell |
666,037
-69,274
| -9% | -$5.43M | 0.34% | 65 |
|
|
2023
Q2 | $64.8M | Sell |
735,311
-2,539
| -0.3% | -$224K | 0.35% | 54 |
|
|
2023
Q1 | $59.5M | Sell |
737,850
-638,362
| -46% | -$51.5M | 0.33% | 62 |
|
|
2022
Q4 | $107M | Buy |
1,376,212
+715,755
| +108% | +$55.6M | 0.6% | 33 |
|
|
2022
Q3 | $53.3M | Buy |
660,457
+8,649
| +1% | +$698K | 0.32% | 68 |
|
|
2022
Q2 | $58.5M | Buy |
651,808
+20,496
| +3% | +$1.84M | 0.32% | 70 |
|
|
2022
Q1 | $70M | Buy |
631,312
+27,887
| +5% | +$3.09M | 0.34% | 60 |
|
|
2021
Q4 | $62.4M | Buy |
603,425
+9,154
| +2% | +$947K | 0.29% | 68 |
|
|
2021
Q3 | $74.5M | Sell |
594,271
-4,433
| -0.7% | -$556K | 0.37% | 54 |
|
|
2021
Q2 | $74.3M | Buy |
598,704
+15,103
| +3% | +$1.87M | 0.37% | 54 |
|
|
2021
Q1 | $68.9M | Buy |
583,601
+3,574
| +0.6% | +$422K | 0.38% | 54 |
|
|
2020
Q4 | $67.9M | Sell |
580,027
-45,713
| -7% | -$5.35M | 0.41% | 48 |
|
|
2020
Q3 | $65M | Buy |
625,740
+51,205
| +9% | +$5.32M | 0.42% | 48 |
|
|
2020
Q2 | $52.7M | Buy |
574,535
+18,858
| +3% | +$1.73M | 0.38% | 59 |
|
|
2020
Q1 | $50.1M | Sell |
555,677
-16,164
| -3% | -$1.46M | 0.41% | 54 |
|
|
2019
Q4 | $64.9M | Buy |
571,841
+11,396
| +2% | +$1.29M | 0.42% | 43 |
|
|
2019
Q3 | $60.9M | Sell |
560,445
-50,045
| -8% | -$5.44M | 0.43% | 43 |
|
|
2019
Q2 | $59.5M | Buy |
610,490
+16,094
| +3% | +$1.57M | 0.39% | 52 |
|
|
2019
Q1 | $54.1M | Buy |
594,396
+1,411
| +0.2% | +$129K | 0.38% | 53 |
|
|
2018
Q4 | $53.9M | Buy |
592,985
+5,405
| +0.9% | +$492K | 0.43% | 48 |
|
|
2018
Q3 | $57.8M | Buy |
587,580
+54,215
| +10% | +$5.33M | 0.41% | 54 |
|
|
2018
Q2 | $45.7M | Sell |
533,365
-3,016
| -0.6% | -$258K | 0.34% | 57 |
|
|
2018
Q1 | $43M | Buy |
536,381
+185,593
| +53% | +$14.9M | 0.33% | 66 |
|
|
2017
Q4 | $28.5M | Buy |
350,788
+11,098
| +3% | +$903K | 0.23% | 102 |
|
|
2017
Q3 | $26.4M | Buy |
339,690
+8,410
| +3% | +$654K | 0.22% | 105 |
|
|
2017
Q2 | $29.4M | Buy |
331,280
+4,409
| +1% | +$391K | 0.26% | 89 |
|
|
2017
Q1 | $26.3M | Buy |
326,871
+142,766
| +78% | +$11.5M | 0.25% | 95 |
|
|
2016
Q4 | $13.1M | Sell |
184,105
-28,759
| -14% | -$2.05M | 0.13% | 185 |
|
|
2016
Q3 | $18.4M | Buy |
212,864
+30,700
| +17% | +$2.65M | 0.18% | 134 |
|
|
2016
Q2 | $15.8M | Sell |
182,164
-15,565
| -8% | -$1.35M | 0.16% | 145 |
|
|
2016
Q1 | $14.8M | Buy |
197,729
+1,036
| +0.5% | +$77.7K | 0.16% | 132 |
|
|
2015
Q4 | $15.1M | Sell |
196,693
-9,614
| -5% | -$740K | 0.17% | 125 |
|
|
2015
Q3 | $13.8M | Buy |
206,307
+11,890
| +6% | +$796K | 0.17% | 127 |
|
|
2015
Q2 | $14.4M | Sell |
194,417
-11,651
| -6% | -$863K | 0.17% | 138 |
|
|
2015
Q1 | $15.3M | Buy |
206,068
+94,249
| +84% | +$7.02M | 0.19% | 124 |
|
|
2014
Q4 | $8.07M | Buy |
111,819
+42,570
| +61% | +$3.07M | 0.12% | 195 |
|
|
2014
Q3 | $4.29M | Buy |
69,249
+1,509
| +2% | +$93.5K | 0.07% | 279 |
|
|
2014
Q2 | $4.32M | Buy |
67,740
+12,263
| +22% | +$782K | 0.08% | 256 |
|
|
2014
Q1 | $3.41M | Buy |
55,477
+1,595
| +3% | +$98.2K | 0.07% | 267 |
|
|
2013
Q4 | $3.09M | Buy |
53,882
+41,306
| +328% | +$2.37M | 0.11% | 188 |
|
|
2013
Q3 | $670K | Sell |
12,576
-72,376
| -85% | -$3.86M | 0.02% | 399 |
|
|
2013
Q2 | $4.37M | Buy |
+84,952
| New | +$4.37M | 0.12% | 212 |
|