Valeo 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
$1.81M Buy
20,836
+2,681
+15% +$233K 0.04% 189
2025
Q1
$1.63M Sell
18,155
-187
-1% -$16.8K 0.05% 185
2024
Q4
$1.47M Buy
18,342
+544
+3% +$43.5K 0.04% 186
2024
Q3
$1.6M Sell
17,798
-1,144
-6% -$103K 0.05% 186
2024
Q2
$1.49M Sell
18,942
-4,117
-18% -$324K 0.05% 183
2024
Q1
$1.86M Buy
23,059
+1,976
+9% +$159K 0.07% 155
2023
Q4
$1.74M Sell
21,083
-2,521
-11% -$208K 0.07% 145
2023
Q3
$1.85M Buy
23,604
+1,278
+6% +$100K 0.08% 133
2023
Q2
$1.97M Buy
22,326
+530
+2% +$46.7K 0.09% 127
2023
Q1
$1.76M Buy
21,796
+7,290
+50% +$588K 0.08% 141
2022
Q4
$1.13M Sell
14,506
-5,912
-29% -$459K 0.06% 174
2022
Q3
$1.65M Buy
20,418
+5,012
+33% +$405K 0.11% 118
2022
Q2
$1.38M Sell
15,406
-7,949
-34% -$714K 0.09% 133
2022
Q1
$2.59M Buy
23,355
+2,924
+14% +$324K 0.13% 96
2021
Q4
$2.11M Buy
20,431
+842
+4% +$87.1K 0.11% 101
2021
Q3
$2.46M Buy
19,589
+4,030
+26% +$505K 0.14% 95
2021
Q2
$1.93M Buy
15,559
+1,195
+8% +$148K 0.12% 108
2021
Q1
$1.7M Sell
14,364
-262
-2% -$31K 0.08% 128
2020
Q4
$1.71M Buy
14,626
+147
+1% +$17.2K 0.09% 117
2020
Q3
$1.51M Sell
14,479
-2,678
-16% -$278K 0.13% 103
2020
Q2
$1.57M Buy
17,157
+2,763
+19% +$253K 0.14% 96
2020
Q1
$1.45M Buy
14,394
+2,542
+21% +$256K 0.15% 93
2019
Q4
$1.35M Buy
11,852
+3,299
+39% +$374K 0.13% 107
2019
Q3
$929K Sell
8,553
-382
-4% -$41.5K 0.1% 131
2019
Q2
$870K Sell
8,935
-781
-8% -$76K 0.1% 133
2019
Q1
$885K Sell
9,716
-216
-2% -$19.7K 0.11% 136
2018
Q4
$903K Sell
9,932
-78
-0.8% -$7.09K 0.13% 120
2018
Q3
$900K Buy
10,010
+1,229
+14% +$111K 0.12% 129
2018
Q2
$797K Sell
8,781
-488
-5% -$44.3K 0.11% 130
2018
Q1
$744K Buy
9,269
+2,883
+45% +$231K 0.12% 121
2017
Q4
$516K Buy
6,386
+1,827
+40% +$148K 0.08% 145
2017
Q3
$355K Buy
+4,559
New +$355K 0.08% 155