Atlas Private Wealth 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
$1.31M Sell
14,983
-905
-6% -$78.9K 0.17% 71
2025
Q1
$1.43M Buy
15,888
+1,560
+11% +$140K 0.2% 62
2024
Q4
$1.14M Buy
14,328
+2,430
+20% +$194K 0.16% 70
2024
Q3
$1.07M Buy
11,898
+1,164
+11% +$105K 0.16% 63
2024
Q2
$845K Buy
10,734
+6,359
+145% +$501K 0.14% 71
2024
Q1
$381K Buy
4,375
+591
+16% +$51.5K 0.13% 75
2023
Q4
$312K Buy
+3,784
New +$312K 0.06% 117
2021
Q4
Sell
-206
Closed -$26K 490
2021
Q3
$26K Sell
206
-16
-7% -$2.02K 0.01% 311
2021
Q2
$28K Sell
222
-179
-45% -$22.6K 0.02% 302
2021
Q1
$47K Buy
401
+170
+74% +$19.9K 0.03% 239
2020
Q4
$27K Buy
231
+25
+12% +$2.92K 0.02% 296
2020
Q3
$21K Hold
206
0.02% 298
2020
Q2
$19K Buy
+206
New +$19K 0.02% 323