WMS Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,976
| Closed | -$238K | – | 163 |
|
|
2024
Q4 | $238K | Buy |
2,976
+336
| +13% | +$29.1K | 0.01% | 265 |
|
|
2024
Q3 | $238K | Sell |
2,640
-1,208
| -31% | -$102K | 0.01% | 255 |
|
|
2024
Q2 | $303K | Sell |
3,848
-246
| -6% | -$20.2K | 0.02% | 200 |
|
|
2024
Q1 | $357K | Buy |
4,094
+154
| +4% | +$13.1K | 0.02% | 202 |
|
|
2023
Q4 | $325K | Buy |
3,940
+334
| +9% | +$25.5K | 0.02% | 201 |
|
|
2023
Q3 | $283K | Sell |
3,606
-122
| -3% | -$10.2K | 0.02% | 212 |
|
|
2023
Q2 | $328K | Buy |
3,728
+9
| +0.2% | +$775 | 0.03% | 206 |
|
|
2023
Q1 | $300K | Buy |
+3,719
| New | +$303K | 0.03% | 203 |
|
|
2022
Q3 | – | Sell |
-2,599
| Closed | -$233K | – | 273 |
|
|
2022
Q2 | $233K | Sell |
2,599
-398
| -13% | -$40.3K | 0.04% | 209 |
|
|
2022
Q1 | $333K | Buy |
+2,997
| New | +$317K | 0.05% | 175 |
|
|
2021
Q4 | – | Sell |
-3,229
| Closed | -$405K | – | 241 |
|
|
2021
Q3 | $405K | Buy |
3,229
+68
| +2% | +$8.8K | 0.06% | 174 |
|
|
2021
Q2 | $392K | Buy |
+3,161
| New | +$397K | 0.06% | 165 |
|
|
2021
Q1 | – | Sell |
-2,826
| Closed | -$331K | – | 244 |
|
|
2020
Q4 | $331K | Sell |
2,826
-236
| -8% | -$26K | 0.06% | 176 |
|
|
2020
Q3 | $318K | Buy |
3,062
+105
| +4% | +$10.5K | 0.06% | 166 |
|
|
2020
Q2 | $271K | Sell |
2,957
-154
| -5% | -$14.8K | 0.06% | 174 |
|
|
2020
Q1 | $281K | Sell |
3,111
-375
| -11% | -$39.9K | 0.08% | 147 |
|
|
2019
Q4 | $395K | Sell |
3,486
-722
| -17% | -$79.2K | 0.09% | 153 |
|
|
2019
Q3 | $457K | Buy |
4,208
+1,594
| +61% | +$166K | 0.11% | 127 |
|
|
2019
Q2 | $255K | Sell |
2,614
-105
| -4% | -$9.59K | 0.06% | 181 |
|
|
2019
Q1 | $248K | Buy |
2,719
+277
| +11% | +$24.8K | 0.06% | 168 |
|
|
2018
Q4 | $222K | Sell |
2,442
-1,674
| -41% | -$156K | 0.06% | 169 |
|
|
2018
Q3 | $405K | Sell |
4,116
-12
| -0.3% | -$1.11K | 0.05% | 140 |
|
|
2018
Q2 | $353K | Buy |
4,128
+93
| +2% | +$7.77K | 0.04% | 145 |
|
|
2018
Q1 | $324K | Sell |
4,035
-2,688
| -40% | -$222K | 0.04% | 154 |
|
|
2017
Q4 | $543K | Buy |
6,723
+20
| +0.3% | +$1.6K | 0.06% | 119 |
|
|
2017
Q3 | $521K | Sell |
6,703
-163
| -2% | -$13.5K | 0.06% | 121 |
|
|
2017
Q2 | $609K | Buy |
6,866
+311
| +5% | +$26.2K | 0.08% | 108 |
|
|
2017
Q1 | $528K | Sell |
6,555
-202
| -3% | -$15.8K | 0.07% | 110 |
|
|
2016
Q4 | $481K | Sell |
6,757
-1,276
| -16% | -$100K | 0.06% | 112 |
|
|
2016
Q3 | $694K | Hold |
8,033
| – | – | 0.09% | 87 |
|
|
2016
Q2 | $697K | Sell |
8,033
-1,188
| -13% | -$96.1K | 0.1% | 85 |
|
|
2016
Q1 | $692K | Sell |
9,221
-55
| -0.6% | -$4.14K | 0.1% | 97 |
|
|
2015
Q4 | $714K | Buy |
9,276
+20
| +0.2% | +$1.51K | 0.1% | 97 |
|
|
2015
Q3 | $620K | Sell |
9,256
-2,312
| -20% | -$170K | 0.09% | 97 |
|
|
2015
Q2 | $857K | Buy |
11,568
+2,001
| +21% | +$153K | 0.1% | 128 |
|
|
2015
Q1 | $746K | Buy |
9,567
+5,969
| +166% | +$452K | 0.09% | 128 |
|
|
2014
Q4 | $260K | Buy |
+3,598
| New | +$250K | 0.04% | 179 |
|
Other funds holding MDT
WMS Partners's MDT Position: Q1 2025 in Review
WMS Partners sold out of Medtronic (MDT) in Q1 2025, closing a stake of 2,976 shares — an estimated $238K sold.
WMS Partners first reported a position in MDT in Q4 2014 and held it in 37 quarters. The position peaked at $857K in Q2 2015. 2,170 funds tracked by Wall St. Rank hold MDT as of Q1 2025.
- WMS Partners reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
- WMS Partners sold 2,976 Medtronic shares in Q1 2025, an estimated $238K.
- WMS Partners first reported a position in Medtronic in Q4 2014 and held it in 37 quarters.
- WMS Partners's Medtronic position peaked at $857K in Q2 2015.
- 2,170 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.
Based on WMS Partners's 13F filing for Q1 2025.