Univest Financial’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
2,472
+90
| +4% | +$7.85K | 0.01% | 250 |
|
|
2025
Q1 | $214K | Buy |
+2,382
| New | +$214K | 0.01% | 262 |
|
|
2024
Q4 | – | Sell |
-2,778
| Closed | -$250K | – | 286 |
|
|
2024
Q3 | $250K | Buy |
+2,778
| New | +$250K | 0.02% | 252 |
|
|
2023
Q3 | – | Sell |
-3,049
| Closed | -$269K | – | 114 |
|
|
2023
Q2 | $269K | Buy |
3,049
+544
| +22% | +$47.9K | 0.08% | 91 |
|
|
2023
Q1 | $202K | Buy |
+2,505
| New | +$202K | 0.06% | 103 |
|
|
2022
Q2 | – | Sell |
-1,809
| Closed | -$201K | – | 110 |
|
|
2022
Q1 | $201K | Buy |
+1,809
| New | +$201K | 0.06% | 113 |
|
|
2021
Q4 | – | Sell |
-1,872
| Closed | -$235K | – | 115 |
|
|
2021
Q3 | $235K | Sell |
1,872
-719
| -28% | -$90.3K | 0.07% | 101 |
|
|
2021
Q2 | $322K | Buy |
2,591
+500
| +24% | +$62.1K | 0.09% | 91 |
|
|
2021
Q1 | $247K | Buy |
2,091
+126
| +6% | +$14.9K | 0.07% | 99 |
|
|
2020
Q4 | $230K | Sell |
1,965
-492
| -20% | -$57.6K | 0.07% | 100 |
|
|
2020
Q3 | $255K | Sell |
2,457
-68
| -3% | -$7.06K | 0.08% | 92 |
|
|
2020
Q2 | $232K | Buy |
2,525
+13
| +0.5% | +$1.19K | 0.08% | 94 |
|
|
2020
Q1 | $227K | Buy |
+2,512
| New | +$227K | 0.09% | 102 |
|