Westside Investment Management’s Medtronic MDT Stock Holding History

Westside Investment Management’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.58M	Buy	18,118 +229	+1%	+$20K	0.29%	87
2025 Q1	$1.61M	Sell	17,889 -585	-3%	-$52.6K	0.34%	79
2024 Q4	$1.48M	Buy	18,474 +890	+5%	+$71.1K	0.31%	82
2024 Q3	$1.58M	Hold	17,584	–	–	0.34%	78
2024 Q2	$1.38M	Buy	17,584 +677	+4%	+$53.3K	0.32%	80
2024 Q1	$1.47M	Sell	16,907 -1,360	-7%	-$119K	0.35%	75
2023 Q4	$1.5M	Buy	18,267 +1,941	+12%	+$160K	0.38%	64
2023 Q3	$1.28M	Buy	16,326 +720	+5%	+$56.4K	0.37%	71
2023 Q2	$1.37M	Buy	15,606 +2,665	+21%	+$235K	0.39%	68
2023 Q1	$1.04M	Sell	12,941 -1,158	-8%	-$93.4K	0.31%	85
2022 Q4	$1.1K	Buy	14,099 +883	+7%	+$69	﹤0.01%	258
2022 Q3	$1.07K	Hold	13,216	–	–	﹤0.01%	264
2022 Q2	$1.19K	Sell	13,216 -295	-2%	-$26	﹤0.01%	257
2022 Q1	$1.5K	Buy	13,511 +1,335	+11%	+$148	﹤0.01%	252
2021 Q4	$1.26K	Hold	12,176	–	–	﹤0.01%	250
2021 Q3	$1.53K	Sell	12,176 -280	-2%	-$35	﹤0.01%	237
2021 Q2	$1.55K	Sell	12,456 -80	-0.6%	-$10	﹤0.01%	230
2021 Q1	$1.48K	Hold	12,536	–	–	﹤0.01%	223
2020 Q4	$1.47K	Sell	12,536 -525	-4%	-$61	﹤0.01%	181
2020 Q3	$1.36K	Hold	13,061	–	–	﹤0.01%	190
2020 Q2	$1.2K	Sell	13,061 -17	-0.1%	-$2	﹤0.01%	174
2020 Q1	$1.18K	Buy	+13,078	New	+$1.18K	﹤0.01%	179
2019 Q2	$1.32K	Buy	+13,503	New	+$1.32K	﹤0.01%	107
2018 Q4	$1.26M	Buy	13,878 +10	+0.1%	+$910	0.46%	35
2018 Q3	$1.38M	Sell	13,868 -200	-1%	-$19.9K	0.44%	38
2018 Q2	$1.21M	Sell	14,068 -15	-0.1%	-$1.29K	0.43%	35
2018 Q1	$1.09M	Buy	14,083 +288	+2%	+$22.3K	0.6%	38
2017 Q4	$1.18M	Buy	13,795 +114	+0.8%	+$9.75K	0.64%	38
2017 Q3	$1.05M	Hold	13,681	–	–	0.64%	37
2017 Q2	$1.19M	Buy	13,681 +205	+2%	+$17.9K	0.78%	26
2017 Q1	$1.08M	Buy	13,476 +7,193	+114%	+$577K	0.52%	28
2016 Q4	$468K	Buy	+6,283	New	+$468K	0.32%	49