Beacon Investment Advisors’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$754K Buy
2025
Q1
$785K Sell
2024
Q4
$699K Buy
2024
Q3
$785K Buy
2024
Q2
$685K Sell
2024
Q1
$787K Buy
2023
Q4
$738K Buy
2023
Q3
$699K Buy
2023
Q2
$783K Sell
2023
Q1
$738K Buy
2022
Q4
$700K Buy