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Avantra Family Wealth’s Medtronic MDT Stock Holding History

Avantra Family Wealth’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$792K Sell
9,080
-1,803
-17% -$157K 0.65% 43
2025
Q1 		$978K Buy
10,883
+682
+7% +$61.3K 0.94% 32
2024
Q4 		$815K Buy
+10,201
New +$815K 0.76% 39