Bennett Associates 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 | $295K | Buy |
+3,388
| New | +$295K | 0.23% | 43 |
|
|
2025
Q1 | – | Sell |
-3,959
| Closed | -$316K | – | 47 |
|
|
2024
Q4 | $316K | Sell |
3,959
-256
| -6% | -$20.4K | 0.26% | 39 |
|
|
2024
Q3 | $379K | Buy |
4,215
+205
| +5% | +$18.5K | 0.31% | 33 |
|
|
2024
Q2 | $316K | Sell |
4,010
-36
| -0.9% | -$2.83K | 0.28% | 35 |
|
|
2024
Q1 | $353K | Sell |
4,046
-537
| -12% | -$46.8K | 0.32% | 34 |
|
|
2023
Q4 | $378K | Buy |
+4,583
| New | +$378K | 0.37% | 34 |
|