Brown Financial Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.96M | Buy |
22,497
+795
| +4% | +$69.3K | 0.77% | 43 |
|
2025
Q1 | $1.95M | Buy |
21,702
+339
| +2% | +$30.5K | 0.8% | 42 |
|
2024
Q4 | $1.71M | Buy |
21,363
+2,264
| +12% | +$181K | 0.69% | 45 |
|
2024
Q3 | $1.72M | Sell |
19,099
-3,185
| -14% | -$287K | 0.71% | 46 |
|
2024
Q2 | $1.75M | Buy |
+22,284
| New | +$1.75M | 0.78% | 37 |
|