Venturi Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
2,974
-4,008
| -57% | -$349K | 0.01% | 462 |
|
|
2025
Q1 | $627K | Buy |
6,982
+608
| +10% | +$54.6K | 0.03% | 283 |
|
|
2024
Q4 | $509K | Buy |
6,374
+4,123
| +183% | +$329K | 0.03% | 330 |
|
|
2024
Q3 | $203K | Sell |
2,251
-5,547
| -71% | -$499K | 0.01% | 446 |
|
|
2024
Q2 | $614K | Buy |
7,798
+6,914
| +782% | +$544K | 0.04% | 247 |
|
|
2024
Q1 | $77K | Sell |
884
-3,371
| -79% | -$294K | ﹤0.01% | 445 |
|
|
2023
Q4 | $351K | Buy |
4,255
+1,620
| +61% | +$133K | 0.02% | 297 |
|
|
2023
Q3 | $206K | Buy |
2,635
+2,291
| +666% | +$180K | 0.02% | 326 |
|
|
2023
Q2 | $30.3K | Buy |
344
+113
| +49% | +$9.96K | ﹤0.01% | 492 |
|
|
2023
Q1 | $18.6K | Buy |
+231
| New | +$18.6K | ﹤0.01% | 609 |
|
|
2022
Q4 | – | Sell |
-11,913
| Closed | -$962K | – | 347 |
|
|
2022
Q3 | $962K | Buy |
11,913
+574
| +5% | +$46.4K | 0.09% | 149 |
|
|
2022
Q2 | $1.02M | Sell |
11,339
-73
| -0.6% | -$6.55K | 0.09% | 135 |
|
|
2022
Q1 | $1.27M | Buy |
11,412
+2,197
| +24% | +$244K | 0.1% | 118 |
|
|
2021
Q4 | $953K | Buy |
9,215
+86
| +0.9% | +$8.89K | 0.07% | 174 |
|
|
2021
Q3 | $1.14M | Sell |
9,129
-1,217
| -12% | -$153K | 0.1% | 133 |
|
|
2021
Q2 | $1.28M | Buy |
+10,346
| New | +$1.28M | 0.11% | 128 |
|
|
2021
Q1 | – | Sell |
-11,351
| Closed | -$1.33M | – | 322 |
|
|
2020
Q4 | $1.33M | Buy |
11,351
+1,017
| +10% | +$119K | 0.14% | 111 |
|
|
2020
Q3 | $1.07M | Buy |
10,334
+3,686
| +55% | +$383K | 0.12% | 118 |
|
|
2020
Q2 | $610K | Buy |
+6,648
| New | +$610K | 0.08% | 162 |
|
|
2020
Q1 | – | Sell |
-10,731
| Closed | -$1.22M | – | 240 |
|
|
2019
Q4 | $1.22M | Sell |
10,731
-110
| -1% | -$12.5K | 0.15% | 105 |
|
|
2019
Q3 | $1.18M | Buy |
10,841
+3,619
| +50% | +$393K | 0.15% | 95 |
|
|
2019
Q2 | $703K | Buy |
7,222
+916
| +15% | +$89.2K | 0.1% | 124 |
|
|
2019
Q1 | $571K | Sell |
6,306
-920
| -13% | -$83.3K | 0.07% | 136 |
|
|
2018
Q4 | $607K | Buy |
+7,226
| New | +$607K | 0.1% | 128 |
|
|
2017
Q4 | – | Sell |
-7,200
| Closed | -$562K | – | 197 |
|
|
2017
Q3 | $562K | Buy |
7,200
+2,030
| +39% | +$158K | 0.12% | 137 |
|
|
2017
Q2 | $459K | Sell |
5,170
-3,358
| -39% | -$298K | 0.1% | 137 |
|
|
2017
Q1 | $685K | Sell |
8,528
-13,392
| -61% | -$1.08M | 0.16% | 111 |
|
|
2016
Q4 | $1.56M | Sell |
21,920
-3,568
| -14% | -$254K | 0.44% | 68 |
|
|
2016
Q3 | $2.2M | Buy |
25,488
+6,413
| +34% | +$554K | 0.73% | 50 |
|
|
2016
Q2 | $1.66M | Buy |
19,075
+170
| +0.9% | +$14.8K | 0.56% | 60 |
|
|
2016
Q1 | $1.42M | Buy |
18,905
+1,430
| +8% | +$107K | 0.53% | 61 |
|
|
2015
Q4 | $1.34M | Buy |
+17,475
| New | +$1.34M | 0.61% | 56 |
|