Wilson & Boucher Capital Management’s Medtronic MDT Stock Holding History

Wilson & Boucher Capital Management’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,212	Closed	-$199K	–	112
2024 Q3	$199K	Buy	+2,212	New	+$186K	0.14%	112
2024 Q2	–	Sell	-2,912	Closed	-$254K	–	111
2024 Q1	$254K	Hold	2,912	–	–	0.2%	101
2023 Q4	$240K	Buy	2,912 +50	+2%	+$3.81K	0.2%	100
2023 Q3	$224K	Sell	2,862 -100	-3%	-$8.37K	0.21%	98
2023 Q2	$261K	Hold	2,962	–	–	0.24%	90
2023 Q1	$239K	Sell	2,962 -100	-3%	-$8.15K	0.23%	94
2022 Q4	$238K	Sell	3,062 -243	-7%	-$19.7K	0.24%	88
2022 Q3	$267K	Hold	3,305	–	–	0.31%	78
2022 Q2	$297K	Sell	3,305 -33	-1%	-$3.34K	0.33%	79
2022 Q1	$370K	Sell	3,338 -40	-1%	-$4.23K	0.34%	77
2021 Q4	$349K	Buy	+3,378	New	+$391K	0.31%	79

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wilson & Boucher Capital Management's MDT Position: Q4 2024 in Review

Wilson & Boucher Capital Management sold out of Medtronic (MDT) in Q4 2024, closing a stake of 2,212 shares — an estimated $199K sold.

Wilson & Boucher Capital Management first reported a position in MDT in Q4 2021 and held it in 11 quarters. The position peaked at $370K in Q1 2022. 2,124 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

Wilson & Boucher Capital Management reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
Wilson & Boucher Capital Management sold 2,212 Medtronic shares in Q4 2024, an estimated $199K.
Wilson & Boucher Capital Management first reported a position in Medtronic in Q4 2021 and held it in 11 quarters.
Wilson & Boucher Capital Management's Medtronic position peaked at $370K in Q1 2022.
2,124 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Wilson & Boucher Capital Management's 13F filing for Q4 2024, filed 19 Feb 2025.