Cassaday & Co 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 Q1	–	Sell	-7,450	Closed	-$595K	–	332
2024 Q4	$595K	Buy	7,450 +5,047	+210%	+$403K	0.02%	173
2024 Q3	$216K	Buy	+2,403	New	+$216K	0.01%	290
2024 Q2	–	Sell	-2,471	Closed	-$215K	–	306
2024 Q1	$215K	Buy	+2,471	New	+$215K	0.01%	270