BigSur 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	$738K	Hold	8,400	–	–	0.19%	97
2025 Q1	$761K	Hold	8,400	–	–	0.21%	96
2024 Q4	$677K	Hold	8,400	–	–	0.19%	99
2024 Q3	$762K	Hold	8,400	–	–	0.21%	94
2024 Q2	$667K	Sell	8,400 -800	-9%	-$63.5K	0.2%	97
2024 Q1	$808K	Hold	9,200	–	–	0.25%	90
2023 Q4	$764K	Sell	9,200 -1,800	-16%	-$150K	0.36%	67
2023 Q3	$870K	Sell	11,000 -500	-4%	-$39.5K	0.44%	62
2023 Q2	$1.02M	Hold	11,500	–	–	0.49%	55
2023 Q1	$935K	Hold	11,500	–	–	0.44%	60
2022 Q4	$902K	Hold	11,500	–	–	0.43%	59
2022 Q3	$936K	Sell	11,500 -656	-5%	-$53.4K	0.47%	54
2022 Q2	$1.1M	Sell	12,156 -151	-1%	-$13.7K	0.52%	55
2022 Q1	$1.37M	Hold	12,307	–	–	0.53%	54
2021 Q4	$1.28M	Hold	12,307	–	–	0.5%	56
2021 Q3	$1.55M	Hold	12,307	–	–	0.7%	41
2021 Q2	$1.54M	Sell	12,307 -1,426	-10%	-$178K	0.69%	42
2021 Q1	$1.64M	Buy	13,733 +1,400	+11%	+$167K	0.84%	35
2020 Q4	$1.45M	Hold	12,333	–	–	0.82%	33
2020 Q3	$1.29M	Buy	12,333 +1,300	+12%	+$136K	0.82%	36
2020 Q2	$1.02M	Sell	11,033 -3,189	-22%	-$294K	0.73%	38
2020 Q1	$1.29M	Sell	14,222 -3,000	-17%	-$272K	0.97%	23
2019 Q4	$1.96M	Buy	17,222 +12,723	+283%	+$1.45M	1.11%	26
2019 Q3	$491K	Hold	4,499	–	–	0.33%	63
2019 Q2	$441K	Buy	4,499 +239	+6%	+$23.4K	0.31%	67
2019 Q1	$390K	Hold	4,260	–	–	0.26%	71
2018 Q4	$390K	Hold	4,260	–	–	0.28%	67
2018 Q3	$421K	Buy	+4,260	New	+$421K	0.26%	65