White Lighthouse Investment 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
$252K Buy
2,887
+40
+1% +$3.49K 0.04% 123
2025
Q1
$256K Buy
2,847
+96
+3% +$8.63K 0.05% 120
2024
Q4
$220K Buy
2,751
+33
+1% +$2.64K 0.04% 129
2024
Q3
$245K Hold
2,718
0.04% 120
2024
Q2
$214K Hold
2,718
0.04% 119
2024
Q1
$237K Hold
2,718
0.05% 114
2023
Q4
$224K Hold
2,718
0.05% 119
2023
Q3
$213K Hold
2,718
0.05% 112
2023
Q2
$239K Hold
2,718
0.06% 108
2023
Q1
$219K Hold
2,718
0.06% 111
2022
Q4
$211K Hold
2,718
0.06% 109
2022
Q3
$219K Sell
2,718
-125
-4% -$10.1K 0.06% 101
2022
Q2
$255K Hold
2,843
0.07% 98
2022
Q1
$315K Hold
2,843
0.08% 93
2021
Q4
$294K Hold
2,843
0.07% 99
2021
Q3
$356K Buy
2,843
+125
+5% +$15.7K 0.1% 88
2021
Q2
$337K Sell
2,718
-45
-2% -$5.58K 0.09% 91
2021
Q1
$326K Buy
2,763
+58
+2% +$6.84K 0.1% 89
2020
Q4
$317K Hold
2,705
0.1% 92
2020
Q3
$281K Hold
2,705
0.1% 96
2020
Q2
$248K Hold
2,705
0.09% 104
2020
Q1
$244K Hold
2,705
0.1% 104
2019
Q4
$307K Hold
2,705
0.11% 107
2019
Q3
$294K Hold
2,705
0.12% 106
2019
Q2
$263K Hold
2,705
0.11% 112
2019
Q1
$246K Hold
2,705
0.11% 106
2018
Q4
$246K Buy
+2,705
New +$246K 0.14% 99