Beacon Harbor Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32,001
| Closed | -$2.56M | – | 88 |
|
|
2024
Q4 | $2.56M | Sell |
32,001
-41,046
| -56% | -$3.28M | 0.6% | 48 |
|
|
2024
Q3 | $6.58M | Buy |
73,047
+1,587
| +2% | +$143K | 1.56% | 31 |
|
|
2024
Q2 | $5.63M | Buy |
71,460
+3,728
| +6% | +$293K | 1.46% | 37 |
|
|
2024
Q1 | $5.9M | Buy |
67,732
+669
| +1% | +$58.3K | 1.56% | 31 |
|
|
2023
Q4 | $5.53M | Buy |
67,063
+2,287
| +4% | +$188K | 1.61% | 29 |
|
|
2023
Q3 | $5.08M | Buy |
64,776
+1,253
| +2% | +$98.2K | 1.69% | 23 |
|
|
2023
Q2 | $5.6M | Sell |
63,523
-1,445
| -2% | -$127K | 1.83% | 16 |
|
|
2023
Q1 | $5.24M | Buy |
64,968
+7,524
| +13% | +$607K | 1.83% | 25 |
|
|
2022
Q4 | $4.47M | Buy |
+57,444
| New | +$4.47M | 1.52% | 30 |
|