Allen Mooney & Barnes Investment Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.8M | Buy |
135,812
+1,504
| +1% | +$131K | 1.94% | 24 |
|
2025
Q1 | $12.1M | Buy |
134,308
+6,360
| +5% | +$572K | 1.96% | 20 |
|
2024
Q4 | $10.2M | Buy |
127,948
+8,629
| +7% | +$689K | 1.72% | 24 |
|
2024
Q3 | $10.7M | Sell |
119,319
-649
| -0.5% | -$58.4K | 1.83% | 23 |
|
2024
Q2 | $9.44M | Buy |
119,968
+6,189
| +5% | +$487K | 1.69% | 24 |
|
2024
Q1 | $9.35M | Buy |
113,779
+3,472
| +3% | +$285K | 1.79% | 24 |
|
2023
Q4 | $9.09M | Buy |
110,307
+106,701
| +2,959% | +$8.79M | 1.73% | 26 |
|
2023
Q3 | $283K | Buy |
3,606
+3
| +0.1% | +$235 | 0.06% | 121 |
|
2023
Q2 | $317K | Buy |
+3,603
| New | +$317K | 0.07% | 113 |
|
2022
Q2 | – | Sell |
-2,424
| Closed | -$269K | – | 144 |
|
2022
Q1 | $269K | Buy |
+2,424
| New | +$269K | 0.06% | 129 |
|