Bernard 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
$164K Sell
1,884
-23
-1% -$2.01K 0.08% 64
2025
Q1
$171K Buy
1,907
+23
+1% +$2.07K 0.08% 60
2024
Q4
$150K Buy
+1,884
New +$150K 0.07% 66