CarsonAllaria 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
$192K Sell
2,205
-76
-3% -$6.63K 0.1% 66
2025
Q1
$205K Buy
2,281
+45
+2% +$4.05K 0.12% 65
2024
Q4
$179K Sell
2,236
-193
-8% -$15.4K 0.1% 69
2024
Q3
$219K Buy
2,429
+238
+11% +$21.4K 0.13% 64
2024
Q2
$173K Sell
2,191
-120
-5% -$9.45K 0.11% 70
2024
Q1
$201K Sell
2,311
-208
-8% -$18.1K 0.13% 65
2023
Q4
$208K Buy
2,519
+116
+5% +$9.56K 0.15% 64
2023
Q3
$188K Sell
2,403
-113
-4% -$8.86K 0.15% 62
2023
Q2
$222K Buy
2,516
+13
+0.5% +$1.15K 0.17% 62
2023
Q1
$202K Buy
2,503
+13
+0.5% +$1.05K 0.17% 67
2022
Q4
$194K Buy
2,490
+8
+0.3% +$623 0.17% 66
2022
Q3
$200K Buy
2,482
+17
+0.7% +$1.37K 0.19% 64
2022
Q2
$221K Buy
2,465
+11
+0.4% +$986 0.21% 60
2022
Q1
$272K Buy
2,454
+2,074
+546% +$230K 0.24% 53
2021
Q4
$39K Buy
+380
New +$39K 0.03% 133