Alliance Wealth Advisors (Utah)’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Sell |
48,821
-1,307
| -3% | -$114K | 1.02% | 23 |
|
|
2025
Q1 | $4.5M | Sell |
50,128
-4,328
| -8% | -$389K | 1.18% | 15 |
|
|
2024
Q4 | $4.35M | Buy |
54,456
+145
| +0.3% | +$11.6K | 1.12% | 17 |
|
|
2024
Q3 | $4.89M | Buy |
54,311
+3,626
| +7% | +$326K | 1.29% | 13 |
|
|
2024
Q2 | $3.99M | Buy |
50,685
+1,403
| +3% | +$110K | 1.17% | 18 |
|
|
2024
Q1 | $4.29M | Buy |
49,282
+3,587
| +8% | +$313K | 1.28% | 14 |
|
|
2023
Q4 | $3.76M | Buy |
45,695
+1,068
| +2% | +$88K | 1.26% | 18 |
|
|
2023
Q3 | $3.5M | Buy |
44,627
+3,684
| +9% | +$289K | 1.3% | 17 |
|
|
2023
Q2 | $3.61M | Buy |
40,943
+23,944
| +141% | +$2.11M | 1.34% | 15 |
|
|
2023
Q1 | $1.37M | Buy |
16,999
+5,853
| +53% | +$472K | 0.55% | 56 |
|
|
2022
Q4 | $866K | Buy |
+11,146
| New | +$866K | 0.39% | 70 |
|