Walter & Keenan 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 | $2.26M | Sell |
25,881
-2,166
| -8% | -$189K | 0.66% | 44 |
|
|
2025
Q1 | $2.52M | Buy |
28,047
+280
| +1% | +$25.2K | 0.76% | 36 |
|
|
2024
Q4 | $2.22M | Sell |
27,767
-7,964
| -22% | -$636K | 0.67% | 44 |
|
|
2024
Q3 | $3.22M | Sell |
35,731
-911
| -2% | -$82K | 0.98% | 28 |
|
|
2024
Q2 | $2.88M | Sell |
36,642
-725
| -2% | -$57.1K | 0.92% | 35 |
|
|
2024
Q1 | $3.26M | Buy |
37,367
+3,775
| +11% | +$329K | 1.07% | 29 |
|
|
2023
Q4 | $2.77M | Sell |
33,592
-2,050
| -6% | -$169K | 0.99% | 33 |
|
|
2023
Q3 | $2.79M | Sell |
35,642
-123
| -0.3% | -$9.64K | 1.09% | 28 |
|
|
2023
Q2 | $3.15M | Sell |
35,765
-858
| -2% | -$75.6K | 1.16% | 25 |
|
|
2023
Q1 | $2.95M | Buy |
36,623
+376
| +1% | +$30.3K | 1.12% | 30 |
|
|
2022
Q4 | $2.82M | Sell |
36,247
-788
| -2% | -$61.2K | 1.11% | 29 |
|
|
2022
Q3 | $2.99M | Buy |
37,035
+457
| +1% | +$36.9K | 1.27% | 26 |
|
|
2022
Q2 | $3.28M | Buy |
36,578
+188
| +0.5% | +$16.9K | 1.3% | 25 |
|
|
2022
Q1 | $4.04M | Buy |
36,390
+800
| +2% | +$88.8K | 1.37% | 23 |
|
|
2021
Q4 | $3.68M | Sell |
35,590
-415
| -1% | -$42.9K | 1.2% | 27 |
|
|
2021
Q3 | $4.51M | Buy |
36,005
+206
| +0.6% | +$25.8K | 1.53% | 20 |
|
|
2021
Q2 | $4.44M | Buy |
35,799
+85
| +0.2% | +$10.6K | 1.53% | 20 |
|
|
2021
Q1 | $4.22M | Sell |
35,714
-2,125
| -6% | -$251K | 1.49% | 20 |
|
|
2020
Q4 | $4.43M | Buy |
37,839
+400
| +1% | +$46.9K | 1.6% | 19 |
|
|
2020
Q3 | $3.89M | Buy |
37,439
+1,382
| +4% | +$144K | 1.54% | 20 |
|
|
2020
Q2 | $3.31M | Buy |
+36,057
| New | +$3.31M | 1.34% | 24 |
|
|
2020
Q1 | – | Sell |
-32,699
| Closed | -$3.71M | – | 157 |
|
|
2019
Q4 | $3.71M | Sell |
32,699
-4,100
| -11% | -$465K | 1.43% | 22 |
|
|
2019
Q3 | $4M | Buy |
36,799
+6,000
| +19% | +$652K | 1.52% | 21 |
|
|
2019
Q2 | $3M | Buy |
30,799
+700
| +2% | +$68.2K | 1.32% | 24 |
|
|
2019
Q1 | $2.74M | Buy |
30,099
+4,624
| +18% | +$421K | 1.21% | 25 |
|
|
2018
Q4 | $2.32M | Buy |
25,475
+1
| +0% | +$91 | 1.04% | 32 |
|
|
2018
Q3 | $2.51K | Buy |
25,474
+1,301
| +5% | +$128 | 0.75% | 31 |
|
|
2018
Q2 | $2.07M | Buy |
24,173
+1,250
| +5% | +$107K | 0.89% | 35 |
|
|
2018
Q1 | $1.84M | Buy |
22,923
+701
| +3% | +$56.2K | 0.8% | 39 |
|
|
2017
Q4 | $1.79M | Buy |
22,222
+112
| +0.5% | +$9.04K | 0.75% | 42 |
|
|
2017
Q3 | $1.72M | Buy |
22,110
+760
| +4% | +$59.1K | 0.79% | 43 |
|
|
2017
Q2 | $1.9M | Hold |
21,350
| – | – | 0.95% | 33 |
|
|
2017
Q1 | $1.72M | Buy |
21,350
+4,350
| +26% | +$350K | 0.89% | 38 |
|
|
2016
Q4 | $1.21M | Buy |
17,000
+13,024
| +328% | +$928K | 0.64% | 47 |
|
|
2016
Q3 | $344K | Hold |
3,976
| – | – | 0.19% | 100 |
|
|
2016
Q2 | $345K | Buy |
3,976
+376
| +10% | +$32.6K | 0.19% | 102 |
|
|
2016
Q1 | $270K | Sell |
3,600
-1,600
| -31% | -$120K | 0.15% | 109 |
|
|
2015
Q4 | $400K | Hold |
5,200
| – | – | 0.23% | 91 |
|
|
2015
Q3 | $348K | Sell |
5,200
-4,500
| -46% | -$301K | 0.22% | 96 |
|
|
2015
Q2 | $719K | Sell |
9,700
-1,020
| -10% | -$75.6K | 0.42% | 64 |
|
|
2015
Q1 | $836K | Buy |
10,720
+1,720
| +19% | +$134K | 0.47% | 61 |
|
|
2014
Q4 | $650K | Hold |
9,000
| – | – | 0.37% | 70 |
|
|
2014
Q3 | $558K | Hold |
9,000
| – | – | 0.33% | 75 |
|
|
2014
Q2 | $574K | Hold |
9,000
| – | – | 0.3% | 79 |
|
|
2014
Q1 | $554K | Buy |
+9,000
| New | +$554K | 0.3% | 80 |
|