Angeles 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 | $346K | Buy |
3,970
+661
| +20% | +$57.6K | 0.02% | 233 |
|
2025
Q1 | $297K | Buy |
3,309
+224
| +7% | +$20.1K | 0.02% | 212 |
|
2024
Q4 | $246K | Buy |
3,085
+822
| +36% | +$65.7K | 0.02% | 253 |
|
2024
Q3 | $204K | Buy |
+2,263
| New | +$204K | 0.02% | 258 |
|
2023
Q4 | – | Sell |
-2,888
| Closed | -$226K | – | 268 |
|
2023
Q3 | $226K | Buy |
2,888
+577
| +25% | +$45.2K | 0.03% | 152 |
|
2023
Q2 | $204K | Buy |
+2,311
| New | +$204K | 0.03% | 176 |
|
2022
Q4 | – | Sell |
-2,611
| Closed | -$211K | – | 220 |
|
2022
Q3 | $211K | Buy |
+2,611
| New | +$211K | 0.04% | 156 |
|