Waldron Private Wealth’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
2,890
-64
| -2% | -$5.62K | 0.01% | 271 |
|
|
2025
Q1 | $267K | Sell |
2,954
-1,753
| -37% | -$159K | 0.01% | 258 |
|
|
2024
Q4 | $376K | Sell |
4,707
-1,161
| -20% | -$92.7K | 0.02% | 295 |
|
|
2024
Q3 | $528K | Sell |
5,868
-131
| -2% | -$11.8K | 0.02% | 241 |
|
|
2024
Q2 | $476K | Sell |
5,999
-6
| -0.1% | -$476 | 0.02% | 241 |
|
|
2024
Q1 | $528K | Buy |
6,005
+962
| +19% | +$84.5K | 0.02% | 232 |
|
|
2023
Q4 | $419K | Sell |
5,043
-266
| -5% | -$22.1K | 0.02% | 258 |
|
|
2023
Q3 | $420K | Sell |
5,309
-881
| -14% | -$69.6K | 0.02% | 253 |
|
|
2023
Q2 | $550K | Sell |
6,190
-1,145
| -16% | -$102K | 0.03% | 216 |
|
|
2023
Q1 | $596K | Buy |
7,335
+964
| +15% | +$78.4K | 0.03% | 226 |
|
|
2022
Q4 | $518K | Hold |
6,371
| – | – | 0.03% | 233 |
|
|
2022
Q3 | $518K | Sell |
6,371
-819
| -11% | -$66.6K | 0.03% | 233 |
|
|
2022
Q2 | $649K | Buy |
7,190
+1,308
| +22% | +$118K | 0.04% | 212 |
|
|
2022
Q1 | $656K | Sell |
5,882
-37
| -0.6% | -$4.13K | 0.03% | 225 |
|
|
2021
Q4 | $615K | Buy |
5,919
+385
| +7% | +$40K | 0.03% | 237 |
|
|
2021
Q3 | $697K | Buy |
5,534
+952
| +21% | +$120K | 0.04% | 190 |
|
|
2021
Q2 | $571K | Sell |
4,582
-747
| -14% | -$93.1K | 0.04% | 191 |
|
|
2021
Q1 | $632K | Sell |
5,329
-146
| -3% | -$17.3K | 0.04% | 170 |
|
|
2020
Q4 | $644K | Buy |
5,475
+13
| +0.2% | +$1.53K | 0.05% | 161 |
|
|
2020
Q3 | $570K | Buy |
5,462
+1,313
| +32% | +$137K | 0.05% | 156 |
|
|
2020
Q2 | $382K | Buy |
4,149
+260
| +7% | +$23.9K | 0.03% | 181 |
|
|
2020
Q1 | $352K | Sell |
3,889
-109
| -3% | -$9.87K | 0.04% | 173 |
|
|
2019
Q4 | $455K | Buy |
3,998
+700
| +21% | +$79.7K | 0.04% | 172 |
|
|
2019
Q3 | $360K | Sell |
3,298
-161
| -5% | -$17.6K | 0.04% | 171 |
|
|
2019
Q2 | $336K | Sell |
3,459
-913
| -21% | -$88.7K | 0.04% | 165 |
|
|
2019
Q1 | $400K | Buy |
4,372
+495
| +13% | +$45.3K | 0.05% | 156 |
|
|
2018
Q4 | $352K | Sell |
3,877
-209
| -5% | -$19K | 0.05% | 150 |
|
|
2018
Q3 | $401K | Buy |
4,086
+309
| +8% | +$30.3K | 0.08% | 119 |
|
|
2018
Q2 | $323K | Hold |
3,777
| – | – | 0.07% | 126 |
|
|
2018
Q1 | $302K | Sell |
3,777
-660
| -15% | -$52.8K | 0.07% | 124 |
|
|
2017
Q4 | $358K | Hold |
4,437
| – | – | 0.08% | 106 |
|
|
2017
Q3 | $345K | Buy |
+4,437
| New | +$345K | 0.1% | 98 |
|
|
2017
Q2 | – | Sell |
-6,424
| Closed | -$512K | – | 183 |
|
|
2017
Q1 | $512K | Buy |
+6,424
| New | +$512K | 0.13% | 102 |
|
|
2016
Q1 | – | Sell |
-2,903
| Closed | -$223K | – | 170 |
|
|
2015
Q4 | $223K | Buy |
+2,903
| New | +$223K | 0.08% | 142 |
|