Balboa Wealth Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
2,383
-39
| -2% | -$3.4K | 0.04% | 317 |
|
|
2025
Q1 | $218K | Sell |
2,422
-145
| -6% | -$13K | 0.05% | 253 |
|
|
2024
Q4 | $205K | Sell |
2,567
-88
| -3% | -$7.03K | 0.05% | 275 |
|
|
2024
Q3 | $239K | Buy |
+2,655
| New | +$239K | 0.06% | 233 |
|
|
2023
Q3 | – | Sell |
-2,399
| Closed | -$211K | – | 309 |
|
|
2023
Q2 | $211K | Sell |
2,399
-147
| -6% | -$13K | 0.07% | 221 |
|
|
2023
Q1 | $205K | Buy |
+2,546
| New | +$205K | 0.08% | 227 |
|