Winch Advisory Services’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$815K Sell
9,351
-244
-3% -$21.3K 0.2% 51
2025
Q1
$862K Buy
9,595
+234
+2% +$21K 0.23% 49
2024
Q4
$748K Buy
9,361
+385
+4% +$30.8K 0.19% 52
2024
Q3
$808K Sell
8,976
-1,537
-15% -$138K 0.22% 50
2024
Q2
$828K Buy
10,513
+124
+1% +$9.76K 0.24% 45
2024
Q1
$905K Buy
10,389
+120
+1% +$10.5K 0.28% 43
2023
Q4
$846K Buy
10,269
+532
+5% +$43.8K 0.28% 45
2023
Q3
$763K Buy
9,737
+272
+3% +$21.3K 0.28% 43
2023
Q2
$834K Buy
9,465
+45
+0.5% +$3.97K 0.3% 42
2023
Q1
$759K Buy
9,420
+244
+3% +$19.7K 0.29% 44
2022
Q4
$713K Sell
9,176
-486
-5% -$37.8K 0.3% 43
2022
Q3
$780K Buy
9,662
+39
+0.4% +$3.15K 0.34% 41
2022
Q2
$864K Sell
9,623
-139
-1% -$12.5K 0.35% 41
2022
Q1
$1.08M Buy
9,762
+1,497
+18% +$166K 0.38% 40
2021
Q4
$855K Sell
8,265
-1,337
-14% -$138K 0.28% 46
2021
Q3
$1.2M Buy
9,602
+124
+1% +$15.5K 0.42% 40
2021
Q2
$1.18M Buy
9,478
+803
+9% +$99.6K 0.42% 40
2021
Q1
$1.03M Buy
8,675
+939
+12% +$111K 0.41% 41
2020
Q4
$906K Buy
7,736
+618
+9% +$72.4K 0.38% 40
2020
Q3
$740K Buy
7,118
+436
+7% +$45.3K 0.31% 37
2020
Q2
$613K Buy
6,682
+363
+6% +$33.3K 0.29% 41
2020
Q1
$570K Buy
6,319
+323
+5% +$29.1K 0.28% 34
2019
Q4
$680K Buy
5,996
+3,327
+125% +$377K 0.32% 45
2019
Q3
$290K Buy
2,669
+1,892
+244% +$206K 0.15% 57
2019
Q2
$76K Sell
777
-82
-10% -$8.02K 0.04% 90
2019
Q1
$78K Buy
859
+526
+158% +$47.8K 0.04% 94
2018
Q4
$30K Buy
333
+112
+51% +$10.1K 0.02% 123
2018
Q3
$22K Buy
221
+1
+0.5% +$100 0.01% 130
2018
Q2
$19K Buy
220
+1
+0.5% +$86 0.01% 155
2018
Q1
$18K Buy
219
+1
+0.5% +$82 0.01% 158
2017
Q4
$18K Sell
218
-38
-15% -$3.14K 0.01% 151
2017
Q3
$20K Buy
256
+1
+0.4% +$78 0.01% 132
2017
Q2
$23K Buy
255
+1
+0.4% +$90 0.01% 148
2017
Q1
$20K Sell
254
-19,213
-99% -$1.51M 0.01% 143
2016
Q4
$1.39M Sell
19,467
-14,352
-42% -$1.02M 0.95% 31
2016
Q3
$2.92M Buy
33,819
+22,122
+189% +$1.91M 2.38% 11
2016
Q2
$1.02M Buy
11,697
+125
+1% +$10.8K 1.23% 21
2016
Q1
$868K Buy
11,572
+77
+0.7% +$5.78K 1.4% 15
2015
Q4
$884K Buy
11,495
+58
+0.5% +$4.46K 1% 17
2015
Q3
$766K Sell
11,437
-1,240
-10% -$83.1K 1.12% 20
2015
Q2
$939K Sell
12,677
-2,308
-15% -$171K 0.51% 54
2015
Q1
$1.17M Buy
+14,985
New +$1.17M 0.68% 38
2014
Q4
Sell
-12,831
Closed -$795K 124
2014
Q3
$795K Buy
12,831
+1,568
+14% +$97.2K 0.51% 43
2014
Q2
$718K Buy
11,263
+1,205
+12% +$76.8K 0.42% 57
2014
Q1
$619K Buy
+10,058
New +$619K 0.39% 59