AssuredPartners Investment Advisors’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,555
Closed -$1.04M 300
2025
Q1
$1.04M Buy
11,555
+34
+0.3% +$3.06K 0.2% 123
2024
Q4
$920K Buy
+11,521
New +$920K 0.18% 129