Beaird Harris Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.7K | Buy |
490
+165
| +51% | +$14.4K | ﹤0.01% | 260 |
|
|
2025
Q1 | $29.2K | Hold |
325
| – | – | ﹤0.01% | 272 |
|
|
2024
Q4 | $26K | Buy |
+325
| New | +$26K | ﹤0.01% | 290 |
|
|
2024
Q2 | – | Sell |
-82
| Closed | -$7.15K | – | 769 |
|
|
2024
Q1 | $7.15K | Sell |
82
-160
| -66% | -$13.9K | ﹤0.01% | 359 |
|
|
2023
Q4 | $19.9K | Buy |
+242
| New | +$19.9K | ﹤0.01% | 261 |
|
|
2023
Q1 | – | Sell |
-79
| Closed | -$6.14K | – | 639 |
|
|
2022
Q4 | $6.14K | Buy |
+79
| New | +$6.14K | ﹤0.01% | 382 |
|
|
2022
Q3 | – | Sell |
-187
| Closed | -$17K | – | 514 |
|
|
2022
Q2 | $17K | Buy |
187
+69
| +58% | +$6.27K | ﹤0.01% | 218 |
|
|
2022
Q1 | $13K | Sell |
118
-1,924
| -94% | -$212K | ﹤0.01% | 294 |
|
|
2021
Q4 | $211K | Buy |
+2,042
| New | +$211K | 0.08% | 115 |
|