West Oak Capital’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 |
-65
| Closed | -$58 | – | 311 |
|
|
2025
Q1 | $58 | Hold |
65
| – | – | ﹤0.01% | 254 |
|
|
2024
Q4 | $52K | Hold |
65
| – | – | ﹤0.01% | 260 |
|
|
2024
Q3 | $59 | Sell |
65
-420
| -87% | -$381 | ﹤0.01% | 261 |
|
|
2024
Q2 | $38.2K | Sell |
485
-3,765
| -89% | -$296K | 0.02% | 194 |
|
|
2024
Q1 | $370K | Sell |
4,250
-1,145
| -21% | -$99.7K | 0.16% | 88 |
|
|
2023
Q4 | $472K | Sell |
5,395
-1,590
| -23% | -$139K | 0.22% | 79 |
|
|
2023
Q3 | $547K | Hold |
6,985
| – | – | 0.27% | 76 |
|
|
2023
Q2 | $615K | Sell |
6,985
-405
| -5% | -$35.7K | 0.3% | 74 |
|
|
2023
Q1 | $596K | Sell |
7,390
-160
| -2% | -$12.9K | 0.3% | 75 |
|
|
2022
Q4 | $587K | Sell |
7,550
-8,447
| -53% | -$657K | 0.31% | 73 |
|
|
2022
Q3 | $1.29M | Buy |
15,997
+2,820
| +21% | +$228K | 0.7% | 56 |
|
|
2022
Q2 | $1.18M | Buy |
13,177
+487
| +4% | +$43.7K | 0.62% | 60 |
|
|
2022
Q1 | $1.41M | Buy |
12,690
+3,435
| +37% | +$381K | 0.64% | 59 |
|
|
2021
Q4 | $957K | Sell |
9,255
-4,109
| -31% | -$425K | 0.35% | 66 |
|
|
2021
Q3 | $1.68M | Buy |
13,364
+1,210
| +10% | +$152K | 0.65% | 57 |
|
|
2021
Q2 | $1.51M | Buy |
12,154
+375
| +3% | +$46.6K | 0.59% | 59 |
|
|
2021
Q1 | $1.39M | Buy |
11,779
+140
| +1% | +$16.5K | 0.59% | 58 |
|
|
2020
Q4 | $1.36M | Buy |
11,639
+9,555
| +458% | +$1.12M | 0.63% | 56 |
|
|
2020
Q3 | $217K | Hold |
2,084
| – | – | 0.12% | 106 |
|
|
2020
Q2 | $191K | Hold |
2,084
| – | – | 0.11% | 107 |
|
|
2020
Q1 | $188K | Hold |
2,084
| – | – | 0.13% | 105 |
|
|
2019
Q4 | $236K | Hold |
2,084
| – | – | 0.13% | 105 |
|
|
2019
Q3 | $226K | Buy |
2,084
+277
| +15% | +$30K | 0.13% | 101 |
|
|
2019
Q2 | $176K | Buy |
1,807
+466
| +35% | +$45.4K | 0.11% | 115 |
|
|
2019
Q1 | $122K | Hold |
1,341
| – | – | 0.08% | 130 |
|
|
2018
Q4 | $122K | Hold |
1,341
| – | – | 0.09% | 126 |
|
|
2018
Q3 | $132K | Hold |
1,341
| – | – | 0.08% | 133 |
|
|
2018
Q2 | $115K | Hold |
1,341
| – | – | 0.07% | 136 |
|
|
2018
Q1 | $108K | Hold |
1,341
| – | – | 0.06% | 145 |
|
|
2017
Q4 | $108K | Hold |
1,341
| – | – | 0.07% | 136 |
|
|
2017
Q3 | $104K | Sell |
1,341
-15
| -1% | -$1.17K | 0.06% | 150 |
|
|
2017
Q2 | $120K | Hold |
1,356
| – | – | 0.07% | 140 |
|
|
2017
Q1 | $109K | Hold |
1,356
| – | – | 0.07% | 139 |
|
|
2016
Q4 | $96.6K | Hold |
1,356
| – | – | 0.06% | 147 |
|
|
2016
Q3 | $117K | Buy |
1,356
+634
| +88% | +$54.8K | 0.08% | 135 |
|
|
2016
Q2 | $62.6K | Hold |
722
| – | – | 0.05% | 154 |
|
|
2016
Q1 | $54.2K | Hold |
722
| – | – | 0.04% | 145 |
|
|
2015
Q4 | $55.5K | Hold |
722
| – | – | 0.04% | 145 |
|
|
2015
Q3 | $48.3K | Hold |
722
| – | – | 0.04% | 153 |
|
|
2015
Q2 | $53.5K | Hold |
722
| – | – | 0.04% | 147 |
|
|
2015
Q1 | $56.3K | Buy |
+722
| New | +$56.3K | 0.04% | 144 |
|