BWM
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BKM Wealth Management’s Medtronic MDT Stock Holding History

BKM Wealth Management’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,135
Closed -$1.06M – 177
2024
Q1 		$1.06M Buy
12,135
+714
+6% +$62.2K 0.45% 69
2023
Q4 		$941K Buy
+11,421
New +$941K 0.4% 67