Capital Performance 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
$459K Sell
5,261
-1,248
-19% -$109K 0.09% 114
2025
Q1
$585K Buy
6,509
+1,871
+40% +$168K 0.13% 86
2024
Q4
$370K Buy
4,638
+1,881
+68% +$150K 0.12% 76
2024
Q3
$248K Buy
+2,757
New +$248K 0.08% 96