VBFP
Valtinson Bruner Financial Planning’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
18,142
-239
| -1% | -$20.8K | 0.5% | 39 |
|
|
2025
Q1 | $1.65M | Sell |
18,381
-5,552
| -23% | -$499K | 0.56% | 36 |
|
|
2024
Q4 | $1.91M | Buy |
23,933
+920
| +4% | +$73.5K | 0.67% | 39 |
|
|
2024
Q3 | $2.07M | Sell |
23,013
-1,950
| -8% | -$176K | 0.72% | 34 |
|
|
2024
Q2 | $1.96M | Sell |
24,963
-1,161
| -4% | -$91.4K | 0.78% | 38 |
|
|
2024
Q1 | $2.28M | Sell |
26,124
-100
| -0.4% | -$8.72K | 0.97% | 31 |
|
|
2023
Q4 | $2.16M | Buy |
26,224
+3,210
| +14% | +$264K | 1.11% | 32 |
|
|
2023
Q3 | $1.8M | Buy |
23,014
+3
| +0% | +$235 | 0.99% | 37 |
|
|
2023
Q2 | $2.03M | Sell |
23,011
-421
| -2% | -$37.1K | 1.09% | 35 |
|
|
2023
Q1 | $1.89M | Buy |
23,432
+3
| +0% | +$242 | 1.08% | 32 |
|
|
2022
Q4 | $1.84M | Sell |
23,429
-2,511
| -10% | -$198K | 1.07% | 34 |
|
|
2022
Q3 | $2.1M | Buy |
25,940
+5
| +0% | +$404 | 1.29% | 28 |
|
|
2022
Q2 | $2.33M | Sell |
25,935
-253
| -1% | -$22.7K | 1.42% | 25 |
|
|
2022
Q1 | $2.86M | Buy |
26,188
+4
| +0% | +$436 | 1.63% | 21 |
|
|
2021
Q4 | $2.71M | Buy |
26,184
+135
| +0.5% | +$14K | 1.48% | 23 |
|
|
2021
Q3 | $3.17M | Sell |
26,049
-2,370
| -8% | -$289K | 1.74% | 20 |
|
|
2021
Q2 | $3.7M | Buy |
28,419
+43
| +0.2% | +$5.6K | 2.11% | 15 |
|
|
2021
Q1 | $3.57M | Buy |
28,376
+161
| +0.6% | +$20.3K | 2.1% | 17 |
|
|
2020
Q4 | $3.35M | Sell |
28,215
-44
| -0.2% | -$5.22K | 2.1% | 13 |
|
|
2020
Q3 | $2.9M | Sell |
28,259
-472
| -2% | -$48.4K | 2.03% | 15 |
|
|
2020
Q2 | $2.88M | Buy |
28,731
+87
| +0.3% | +$8.71K | 2.04% | 14 |
|
|
2020
Q1 | $2.73M | Sell |
28,644
-4,247
| -13% | -$405K | 2.2% | 12 |
|
|
2019
Q4 | $3.78M | Sell |
32,891
-316
| -1% | -$36.3K | 2.71% | 9 |
|
|
2019
Q3 | $3.57M | Sell |
33,207
-4
| -0% | -$430 | 2.91% | 10 |
|
|
2019
Q2 | $3.23M | Sell |
33,211
-384
| -1% | -$37.4K | 2.74% | 8 |
|
|
2019
Q1 | $3.06M | Sell |
33,595
-2
| -0% | -$182 | 2.67% | 7 |
|
|
2018
Q4 | $3.06M | Buy |
+33,597
| New | +$3.06M | 3.19% | 4 |
|