Central Valley 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 | – | Sell |
-17,339
| Closed | -$1.56M | – | 139 |
|
|
2025
Q1 | $1.56M | Buy |
17,339
+1,937
| +13% | +$174K | 0.59% | 51 |
|
|
2024
Q4 | $1.23M | Buy |
15,402
+625
| +4% | +$49.9K | 0.56% | 49 |
|
|
2024
Q3 | $1.33M | Buy |
14,777
+521
| +4% | +$46.9K | 0.75% | 40 |
|
|
2024
Q2 | $1.72M | Buy |
14,256
+280
| +2% | +$33.7K | 0.73% | 39 |
|
|
2024
Q1 | $1.22M | Buy |
13,976
+1,724
| +14% | +$150K | 0.63% | 46 |
|
|
2023
Q4 | $1.01M | Buy |
+12,252
| New | +$1.01M | 0.59% | 53 |
|