Beta Wealth Group’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Buy |
6,614
+90
| +1% | +$7.85K | 0.21% | 63 |
|
|
2025
Q1 | $586K | Sell |
6,524
-94
| -1% | -$8.45K | 0.21% | 56 |
|
|
2024
Q4 | $529K | Sell |
6,618
-300
| -4% | -$24K | 0.23% | 67 |
|
|
2024
Q3 | $623K | Buy |
6,918
+306
| +5% | +$27.5K | 0.28% | 61 |
|
|
2024
Q2 | $520K | Buy |
6,612
+105
| +2% | +$8.27K | 0.25% | 67 |
|
|
2024
Q1 | $567K | Buy |
6,507
+1,102
| +20% | +$96K | 0.28% | 58 |
|
|
2023
Q4 | $445K | Sell |
5,405
-496
| -8% | -$40.9K | 0.23% | 68 |
|
|
2023
Q3 | $462K | Buy |
5,901
+301
| +5% | +$23.6K | 0.27% | 66 |
|
|
2023
Q2 | $493K | Buy |
5,600
+700
| +14% | +$61.7K | 0.29% | 61 |
|
|
2023
Q1 | $395K | Buy |
4,900
+500
| +11% | +$40.3K | 0.23% | 68 |
|
|
2022
Q4 | $342K | Buy |
4,400
+300
| +7% | +$23.3K | 0.23% | 73 |
|
|
2022
Q3 | $331K | Buy |
4,100
+200
| +5% | +$16.1K | 0.24% | 61 |
|
|
2022
Q2 | $350K | Buy |
3,900
+400
| +11% | +$35.9K | 0.23% | 56 |
|
|
2022
Q1 | $388K | Buy |
3,500
+1,600
| +84% | +$177K | 0.26% | 52 |
|
|
2021
Q4 | $237K | Hold |
1,900
| – | – | 0.17% | 56 |
|
|
2021
Q3 | $237K | Hold |
1,900
| – | – | 0.17% | 56 |
|
|
2021
Q2 | $236K | Buy |
+1,900
| New | +$236K | 0.16% | 58 |
|