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