Balanced Rock 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 | $383K | Sell |
4,394
-48
| -1% | -$4.18K | 0.3% | 70 |
|
|
2025
Q1 | $399K | Sell |
4,442
-144
| -3% | -$12.9K | 0.32% | 61 |
|
|
2024
Q4 | $366K | Sell |
4,586
-623
| -12% | -$49.8K | 0.29% | 64 |
|
|
2024
Q3 | $469K | Sell |
5,209
-44
| -0.8% | -$3.96K | 0.37% | 54 |
|
|
2024
Q2 | $413K | Sell |
5,253
-121
| -2% | -$9.52K | 0.35% | 60 |
|
|
2024
Q1 | $468K | Sell |
5,374
-665
| -11% | -$58K | 0.4% | 54 |
|
|
2023
Q4 | $497K | Buy |
+6,039
| New | +$497K | 0.44% | 58 |
|