Valmark Advisers’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Sell |
6,538
-58
| -0.9% | -$5.06K | 0.01% | 423 |
|
|
2025
Q1 | $593K | Sell |
6,596
-1,573
| -19% | -$141K | 0.01% | 393 |
|
|
2024
Q4 | $653K | Sell |
8,169
-1,228
| -13% | -$98.1K | 0.01% | 379 |
|
|
2024
Q3 | $846K | Sell |
9,397
-77
| -0.8% | -$6.93K | 0.01% | 331 |
|
|
2024
Q2 | $746K | Buy |
9,474
+718
| +8% | +$56.5K | 0.01% | 328 |
|
|
2024
Q1 | $763K | Sell |
8,756
-26
| -0.3% | -$2.27K | 0.01% | 310 |
|
|
2023
Q4 | $723K | Sell |
8,782
-833
| -9% | -$68.6K | 0.01% | 300 |
|
|
2023
Q3 | $753K | Buy |
9,615
+461
| +5% | +$36.1K | 0.02% | 265 |
|
|
2023
Q2 | $806K | Sell |
9,154
-413
| -4% | -$36.4K | 0.02% | 256 |
|
|
2023
Q1 | $771K | Sell |
9,567
-461
| -5% | -$37.2K | 0.02% | 250 |
|
|
2022
Q4 | $779K | Buy |
10,028
+114
| +1% | +$8.86K | 0.02% | 240 |
|
|
2022
Q3 | $801K | Sell |
9,914
-82
| -0.8% | -$6.63K | 0.02% | 213 |
|
|
2022
Q2 | $897K | Sell |
9,996
-302
| -3% | -$27.1K | 0.02% | 204 |
|
|
2022
Q1 | $1.14M | Buy |
10,298
+187
| +2% | +$20.8K | 0.02% | 190 |
|
|
2021
Q4 | $1.05M | Sell |
10,111
-8
| -0.1% | -$828 | 0.02% | 189 |
|
|
2021
Q3 | $1.27M | Buy |
10,119
+45
| +0.4% | +$5.64K | 0.02% | 155 |
|
|
2021
Q2 | $1.25M | Buy |
10,074
+596
| +6% | +$74K | 0.02% | 158 |
|
|
2021
Q1 | $1.12M | Buy |
9,478
+608
| +7% | +$71.8K | 0.02% | 168 |
|
|
2020
Q4 | $1.04M | Buy |
+8,870
| New | +$1.04M | 0.02% | 161 |
|