Aspire Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $811K | Hold |
9,012
| – | – | 0.44% | 46 |
|
|
2024
Q2 | $709K | Hold |
9,012
| – | – | 0.41% | 50 |
|
|
2024
Q1 | $785K | Buy |
9,012
+12
| +0.1% | +$1.05K | 0.47% | 41 |
|
|
2023
Q4 | $741K | Sell |
9,000
-330
| -4% | -$27.2K | 0.5% | 42 |
|
|
2023
Q3 | $731K | Hold |
9,330
| – | – | 0.56% | 38 |
|
|
2023
Q2 | $822K | Hold |
9,330
| – | – | 0.62% | 38 |
|
|
2023
Q1 | $752K | Sell |
9,330
-35
| -0.4% | -$2.82K | 0.61% | 39 |
|
|
2022
Q4 | $728K | Hold |
9,365
| – | – | 0.63% | 38 |
|
|
2022
Q3 | $756K | Hold |
9,365
| – | – | 0.71% | 33 |
|
|
2022
Q2 | $841K | Hold |
9,365
| – | – | 0.77% | 30 |
|
|
2022
Q1 | $1.04M | Buy |
+9,365
| New | +$1.04M | 0.82% | 30 |
|