Beacon 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 | $754K | Buy |
8,761
+31
| +0.4% | +$2.67K | 0.33% | 79 |
|
|
2025
Q1 | $785K | Sell |
8,730
-18
| -0.2% | -$1.62K | 0.37% | 75 |
|
|
2024
Q4 | $699K | Buy |
8,748
+30
| +0.3% | +$2.4K | 0.33% | 77 |
|
|
2024
Q3 | $785K | Buy |
8,718
+13
| +0.1% | +$1.17K | 0.37% | 75 |
|
|
2024
Q2 | $685K | Sell |
8,705
-330
| -4% | -$26K | 0.35% | 77 |
|
|
2024
Q1 | $787K | Buy |
9,035
+80
| +0.9% | +$6.97K | 0.45% | 61 |
|
|
2023
Q4 | $738K | Buy |
8,955
+37
| +0.4% | +$3.05K | 0.47% | 61 |
|
|
2023
Q3 | $699K | Buy |
8,918
+33
| +0.4% | +$2.59K | 0.49% | 58 |
|
|
2023
Q2 | $783K | Sell |
8,885
-273
| -3% | -$24.1K | 0.53% | 55 |
|
|
2023
Q1 | $738K | Buy |
9,158
+156
| +2% | +$12.6K | 0.54% | 60 |
|
|
2022
Q4 | $700K | Buy |
+9,002
| New | +$700K | 0.58% | 56 |
|