Axxcess Wealth Management’s Medtronic MDT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
11,667
-249
-2% -$21.7K 0.02% 424
2025
Q1
$1.07M Sell
11,916
-3,859
-24% -$347K 0.03% 378
2024
Q4
$1.26M Sell
15,775
-7,431
-32% -$594K 0.03% 359
2024
Q3
$2.09M Sell
23,206
-132
-0.6% -$11.9K 0.05% 255
2024
Q2
$1.84M Sell
23,338
-4,198
-15% -$330K 0.05% 268
2024
Q1
$2.4M Buy
27,536
+2,194
+9% +$191K 0.07% 222
2023
Q4
$2.09M Buy
25,342
+3,690
+17% +$304K 0.06% 240
2023
Q3
$1.7M Buy
21,652
+8,361
+63% +$655K 0.06% 230
2023
Q2
$1.17M Buy
13,291
+395
+3% +$34.8K 0.08% 202
2023
Q1
$1.04M Buy
12,896
+9,243
+253% +$745K 0.08% 217
2022
Q4
$284K Buy
3,653
+1,096
+43% +$85.2K 0.02% 459
2022
Q3
$206K Sell
2,557
-2,175
-46% -$175K 0.02% 493
2022
Q2
$425K Sell
4,732
-6,739
-59% -$605K 0.04% 331
2022
Q1
$1.27M Buy
11,471
+6,143
+115% +$682K 0.1% 174
2021
Q4
$551K Buy
+5,328
New +$551K 0.04% 332