Beverly Hills Private Wealth’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Sell |
4,783
-613
| -11% | -$53.4K | 0.08% | 207 |
|
|
2025
Q1 | $485K | Buy |
5,396
+72
| +1% | +$6.47K | 0.1% | 179 |
|
|
2024
Q4 | $425K | Sell |
5,324
-225
| -4% | -$18K | 0.09% | 193 |
|
|
2024
Q3 | $500K | Sell |
5,549
-1,093
| -16% | -$98.4K | 0.1% | 186 |
|
|
2024
Q2 | $523K | Sell |
6,642
-1,083
| -14% | -$85.2K | 0.11% | 179 |
|
|
2024
Q1 | $673K | Buy |
7,725
+884
| +13% | +$77K | 0.16% | 146 |
|
|
2023
Q4 | $564K | Sell |
6,841
-3,029
| -31% | -$250K | 0.15% | 149 |
|
|
2023
Q3 | $773K | Sell |
9,870
-9,466
| -49% | -$742K | 0.23% | 100 |
|
|
2023
Q2 | $1.63M | Buy |
19,336
+8,969
| +87% | +$754K | 0.27% | 87 |
|
|
2023
Q1 | $836K | Buy |
10,367
+1,563
| +18% | +$126K | 0.26% | 95 |
|
|
2022
Q4 | $684K | Buy |
+8,804
| New | +$684K | 0.3% | 84 |
|