Wealthspire Advisors (New York)’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Buy |
7,803
+191
| +3% | +$16.6K | ﹤0.01% | 464 |
|
|
2025
Q1 | $684K | Buy |
7,612
+1,678
| +28% | +$151K | ﹤0.01% | 453 |
|
|
2024
Q4 | $474K | Sell |
5,934
-4,059
| -41% | -$324K | ﹤0.01% | 526 |
|
|
2024
Q3 | $900K | Buy |
9,993
+421
| +4% | +$37.9K | 0.01% | 391 |
|
|
2024
Q2 | $753K | Sell |
9,572
-355
| -4% | -$27.9K | 0.01% | 359 |
|
|
2024
Q1 | $865K | Sell |
9,927
-1,123
| -10% | -$97.9K | 0.01% | 336 |
|
|
2023
Q4 | $910K | Buy |
11,050
+1,492
| +16% | +$123K | 0.01% | 327 |
|
|
2023
Q3 | $749K | Buy |
9,558
+2,824
| +42% | +$221K | 0.01% | 328 |
|
|
2023
Q2 | $593K | Buy |
6,734
+83
| +1% | +$7.31K | 0.01% | 333 |
|
|
2023
Q1 | $536K | Sell |
6,651
-2,347
| -26% | -$189K | 0.01% | 341 |
|
|
2022
Q4 | $699K | Buy |
8,998
+1,399
| +18% | +$109K | 0.01% | 323 |
|
|
2022
Q3 | $614K | Buy |
7,599
+4,692
| +161% | +$379K | 0.01% | 300 |
|
|
2022
Q2 | $261K | Buy |
2,907
+809
| +39% | +$72.6K | 0.01% | 429 |
|
|
2022
Q1 | $233K | Sell |
2,098
-4,681
| -69% | -$520K | 0.01% | 387 |
|
|
2021
Q4 | $701K | Sell |
6,779
-6,441
| -49% | -$666K | 0.02% | 267 |
|
|
2021
Q3 | $1.66M | Buy |
13,220
+11,342
| +604% | +$1.42M | 0.03% | 186 |
|
|
2021
Q2 | $233K | Sell |
1,878
-20,402
| -92% | -$2.53M | 0.01% | 333 |
|
|
2021
Q1 | $2.63M | Buy |
22,280
+8,546
| +62% | +$1.01M | 0.06% | 140 |
|
|
2020
Q4 | $1.61M | Buy |
13,734
+4,796
| +54% | +$562K | 0.05% | 155 |
|
|
2020
Q3 | $929K | Sell |
8,938
-512
| -5% | -$53.2K | 0.06% | 133 |
|
|
2020
Q2 | $867K | Sell |
9,450
-6,640
| -41% | -$609K | 0.06% | 113 |
|
|
2020
Q1 | $1.45M | Buy |
16,090
+10,678
| +197% | +$963K | 0.06% | 155 |
|
|
2019
Q4 | $614K | Buy |
5,412
+1,754
| +48% | +$199K | 0.04% | 90 |
|
|
2019
Q3 | $397K | Buy |
+3,658
| New | +$397K | 0.03% | 98 |
|
|
2019
Q1 | – | Sell |
-1,154
| Closed | -$105K | – | 497 |
|
|
2018
Q4 | $105K | Buy |
+1,154
| New | +$105K | 0.01% | 108 |
|