Beacon Financial Advisory’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $896K | Hold |
10,277
| – | – | 0.23% | 120 |
|
|
2025
Q1 | $923K | Buy |
10,277
+1,021
| +11% | +$91.7K | 0.28% | 102 |
|
|
2024
Q4 | $739K | Buy |
9,256
+520
| +6% | +$41.5K | 0.24% | 117 |
|
|
2024
Q3 | $787K | Sell |
8,736
-21
| -0.2% | -$1.89K | 0.27% | 107 |
|
|
2024
Q2 | $689K | Buy |
8,757
+1,383
| +19% | +$109K | 0.26% | 116 |
|
|
2024
Q1 | $643K | Buy |
7,374
+1,932
| +36% | +$168K | 0.31% | 99 |
|
|
2023
Q4 | $448K | Sell |
5,442
-1,324
| -20% | -$109K | 0.22% | 132 |
|
|
2023
Q3 | $530K | Buy |
6,766
+218
| +3% | +$17.1K | 0.29% | 104 |
|
|
2023
Q2 | $577K | Buy |
6,548
+462
| +8% | +$40.7K | 0.33% | 97 |
|
|
2023
Q1 | $491K | Buy |
6,086
+506
| +9% | +$40.8K | 0.31% | 108 |
|
|
2022
Q4 | $434K | Buy |
5,580
+706
| +14% | +$54.9K | 0.31% | 108 |
|
|
2022
Q3 | $394K | Sell |
4,874
-94
| -2% | -$7.6K | 0.28% | 116 |
|
|
2022
Q2 | $446K | Buy |
4,968
+205
| +4% | +$18.4K | 0.25% | 130 |
|
|
2022
Q1 | $528K | Buy |
4,763
+496
| +12% | +$55K | 0.25% | 121 |
|
|
2021
Q4 | $441K | Sell |
4,267
-34
| -0.8% | -$3.51K | 0.2% | 142 |
|
|
2021
Q3 | $539K | Hold |
4,301
| – | – | 0.28% | 115 |
|
|
2021
Q2 | $534K | Sell |
4,301
-300
| -7% | -$37.2K | 0.29% | 116 |
|
|
2021
Q1 | $544K | Buy |
4,601
+459
| +11% | +$54.3K | 0.31% | 107 |
|
|
2020
Q4 | $485K | Buy |
4,142
+230
| +6% | +$26.9K | 0.32% | 101 |
|
|
2020
Q3 | $406K | Buy |
+3,912
| New | +$406K | 0.35% | 98 |
|