Blue Bell Private Wealth Management’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	–	Sell	-432	Closed	-$38.8K	–	746
2025 Q1	$38.8K	Buy	432 +296	+218%	+$26.5K	0.01%	405
2024 Q4	$10.9K	Buy	136 +6	+5%	+$519	﹤0.01%	494
2024 Q3	$11.7K	Buy	130 +56	+76%	+$4.71K	﹤0.01%	510
2024 Q2	$5.83K	Hold	74	–	–	﹤0.01%	562
2024 Q1	$6.45K	Buy	74 +3	+4%	+$256	﹤0.01%	552
2023 Q4	$5.85K	Hold	71	–	–	﹤0.01%	550
2023 Q3	$5.56K	Sell	71 -50	-41%	-$4.19K	﹤0.01%	490
2023 Q2	$10.7K	Hold	121	–	–	﹤0.01%	408
2023 Q1	$9.76K	Hold	121	–	–	﹤0.01%	380
2022 Q4	$9.4K	Sell	121 -75	-38%	-$6.08K	﹤0.01%	381
2022 Q3	$16K	Hold	196	–	–	0.01%	324
2022 Q2	$18K	Hold	196	–	–	0.01%	328
2022 Q1	$22K	Sell	196 -11	-5%	-$1.16K	0.01%	312
2021 Q4	$21K	Buy	+207	New	+$24K	0.01%	304