Cape Investment Advisory’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Buy
3,605
+113
+3% +$9.85K 0.11% 140
2025
Q1
$314K Sell
3,492
-36
-1% -$3.24K 0.13% 129
2024
Q4
$282K Buy
3,528
+286
+9% +$22.8K 0.11% 140
2024
Q3
$292K Buy
3,242
+249
+8% +$22.4K 0.12% 127
2024
Q2
$236K Sell
2,993
-245
-8% -$19.3K 0.11% 135
2024
Q1
$282K Buy
3,238
+41
+1% +$3.57K 0.13% 117
2023
Q4
$263K Buy
3,197
+369
+13% +$30.4K 0.13% 115
2023
Q3
$222K Buy
2,828
+574
+25% +$45K 0.13% 121
2023
Q2
$199K Buy
2,254
+86
+4% +$7.58K 0.11% 135
2023
Q1
$175K Buy
+2,168
New +$175K 0.11% 136