Allen Wealth Management’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89M Buy
21,663
+359
+2% +$31.3K 1.32% 15
2025
Q1
$1.91M Buy
21,304
+389
+2% +$35K 1.32% 16
2024
Q4
$1.67M Buy
20,915
+1,324
+7% +$106K 1.2% 18
2024
Q3
$1.76M Buy
19,591
+2,097
+12% +$189K 1.22% 21
2024
Q2
$1.38M Buy
17,494
+1,138
+7% +$89.6K 1.23% 20
2024
Q1
$1.43M Buy
+16,356
New +$1.43M 1.26% 20