Brass Tax 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
$359K Sell
4,116
-100
-2% -$8.72K 0.07% 147
2025
Q1
$379K Buy
4,216
+83
+2% +$7.46K 0.08% 125
2024
Q4
$330K Buy
4,133
+149
+4% +$11.9K 0.07% 135
2024
Q3
$359K Buy
+3,984
New +$359K 0.08% 122
2024
Q2
Sell
-2,300
Closed -$200K 143
2024
Q1
$200K Buy
+2,300
New +$200K 0.1% 110