Alliance Wealth Advisors (Pennsylvania)’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Buy |
4,764
+323
| +7% | +$28.2K | 0.21% | 81 |
|
|
2025
Q1 | $399K | Buy |
4,441
+113
| +3% | +$10.2K | 0.23% | 82 |
|
|
2024
Q4 | $346K | Sell |
4,328
-29
| -0.7% | -$2.32K | 0.19% | 93 |
|
|
2024
Q3 | $392K | Buy |
4,357
+90
| +2% | +$8.1K | 0.22% | 83 |
|
|
2024
Q2 | $336K | Hold |
4,267
| – | – | 0.21% | 91 |
|
|
2024
Q1 | $372K | Buy |
4,267
+536
| +14% | +$46.7K | 0.23% | 87 |
|
|
2023
Q4 | $307K | Sell |
3,731
-97
| -3% | -$7.99K | 0.2% | 95 |
|
|
2023
Q3 | $300K | Buy |
3,828
+41
| +1% | +$3.21K | 0.22% | 88 |
|
|
2023
Q2 | $334K | Hold |
3,787
| – | – | 0.24% | 86 |
|
|
2023
Q1 | $305K | Sell |
3,787
-73
| -2% | -$5.89K | 0.23% | 89 |
|
|
2022
Q4 | $300K | Sell |
3,860
-115
| -3% | -$8.94K | 0.25% | 84 |
|
|
2022
Q3 | $321K | Sell |
3,975
-97
| -2% | -$7.83K | 0.3% | 72 |
|
|
2022
Q2 | $365K | Buy |
4,072
+791
| +24% | +$70.9K | 0.32% | 69 |
|
|
2022
Q1 | $364K | Buy |
+3,281
| New | +$364K | 0.3% | 76 |
|