WBH Advisory’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,395
| Closed | -$215K | – | 350 |
|
|
2025
Q1 | $215K | Buy |
+2,395
| New | +$215K | 0.02% | 311 |
|
|
2022
Q3 | – | Sell |
-2,887
| Closed | -$257K | – | 298 |
|
|
2022
Q2 | $257K | Sell |
2,887
-41
| -1% | -$3.65K | 0.03% | 270 |
|
|
2022
Q1 | $314K | Sell |
2,928
-66
| -2% | -$7.08K | 0.04% | 255 |
|
|
2021
Q4 | $310K | Sell |
2,994
-550
| -16% | -$56.9K | 0.04% | 261 |
|
|
2021
Q3 | $444K | Hold |
3,544
| – | – | 0.06% | 214 |
|
|
2021
Q2 | $454K | Sell |
3,544
-1,610
| -31% | -$206K | 0.07% | 192 |
|
|
2021
Q1 | $609K | Buy |
5,154
+109
| +2% | +$12.9K | 0.1% | 159 |
|
|
2020
Q4 | $602K | Buy |
5,045
+514
| +11% | +$61.3K | 0.1% | 152 |
|
|
2020
Q3 | $471K | Hold |
4,531
| – | – | 0.1% | 164 |
|
|
2020
Q2 | $415K | Buy |
4,531
+1,101
| +32% | +$101K | 0.1% | 161 |
|
|
2020
Q1 | $336 | Buy |
3,430
+200
| +6% | +$20 | 0.08% | 163 |
|
|
2019
Q4 | $366K | Sell |
3,230
-51
| -2% | -$5.78K | 0.07% | 180 |
|
|
2019
Q3 | $356K | Sell |
3,281
-400
| -11% | -$43.4K | 0.08% | 175 |
|
|
2019
Q2 | $358K | Sell |
3,681
-550
| -13% | -$53.5K | 0.08% | 174 |
|
|
2019
Q1 | $385K | Buy |
4,231
+150
| +4% | +$13.6K | 0.09% | 172 |
|
|
2018
Q4 | $371 | Sell |
4,081
-1
| -0% | – | 0.09% | 165 |
|
|
2018
Q3 | $401K | Buy |
4,082
+401
| +11% | +$39.4K | 0.1% | 172 |
|
|
2018
Q2 | $315K | Sell |
3,681
-1
| -0% | -$86 | 0.08% | 184 |
|
|
2018
Q1 | $295K | Buy |
3,682
+300
| +9% | +$24K | 0.08% | 191 |
|
|
2017
Q4 | $273K | Sell |
3,382
-99
| -3% | -$7.99K | 0.07% | 193 |
|
|
2017
Q3 | $270K | Sell |
3,481
-100
| -3% | -$7.76K | 0.08% | 194 |
|
|
2017
Q2 | $317K | Buy |
3,581
+100
| +3% | +$8.85K | 0.09% | 183 |
|
|
2017
Q1 | $280K | Sell |
3,481
-250
| -7% | -$20.1K | 0.08% | 192 |
|
|
2016
Q4 | $265K | Hold |
3,731
| – | – | 0.09% | 192 |
|
|
2016
Q3 | $322K | Buy |
3,731
+500
| +15% | +$43.2K | 0.11% | 167 |
|
|
2016
Q2 | $280K | Buy |
3,231
+150
| +5% | +$13K | 0.11% | 157 |
|
|
2016
Q1 | $231K | Buy |
3,081
+1
| +0% | +$75 | 0.08% | 176 |
|
|
2015
Q4 | $236 | Sell |
3,080
-222
| -7% | -$17 | 0.08% | 176 |
|
|
2015
Q3 | $221K | Sell |
3,302
-1,022
| -24% | -$68.4K | 0.09% | 175 |
|
|
2015
Q2 | $320K | Sell |
4,324
-1,000
| -19% | -$74K | 0.13% | 150 |
|
|
2015
Q1 | $415 | Sell |
5,324
-1,051
| -16% | -$82 | 0.12% | 136 |
|
|
2014
Q4 | $460K | Sell |
6,375
-392
| -6% | -$28.3K | 0.17% | 123 |
|
|
2014
Q3 | $419K | Sell |
6,767
-292
| -4% | -$18.1K | 0.15% | 137 |
|
|
2014
Q2 | $450K | Sell |
7,059
-44
| -0.6% | -$2.81K | 0.17% | 136 |
|
|
2014
Q1 | $437K | Sell |
7,103
-192
| -3% | -$11.8K | 0.17% | 135 |
|
|
2013
Q4 | $418K | Buy |
7,295
+8
| +0.1% | +$458 | 0.17% | 134 |
|
|
2013
Q3 | $388K | Buy |
7,287
+8
| +0.1% | +$426 | 0.17% | 134 |
|
|
2013
Q2 | $374K | Buy |
+7,279
| New | +$374K | 0.17% | 134 |
|