Beta Wealth Group’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 | $577K | Buy |
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|
2025
Q1 | $586K | Sell |
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|
2024
Q4 | $529K | Sell |
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|
2024
Q3 | $623K | Buy |
|
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|
2024
Q2 | $520K | Buy |
|
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|
2024
Q1 | $567K | Buy |
|
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|
2023
Q4 | $445K | Sell |
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|
2023
Q3 | $462K | Buy |
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|
2023
Q2 | $493K | Buy |
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|
2023
Q1 | $395K | Buy |
|
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|
2022
Q4 | $342K | Buy |
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|
2022
Q3 | $331K | Buy |
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|
2022
Q2 | $350K | Buy |
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|
2022
Q1 | $388K | Buy |
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|
2021
Q4 | $237K | Hold |
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|
2021
Q3 | $237K | Hold |
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|
2021
Q2 | $236K | Buy |
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