Claris 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 |
-2,619
| Closed | -$235K | – | 80 |
|
|
2025
Q1 | $235K | Buy |
+2,619
| New | +$235K | 0.09% | 69 |
|
|
2024
Q4 | – | Sell |
-215
| Closed | -$19.4K | – | 709 |
|
|
2024
Q3 | $19.4K | Buy |
+215
| New | +$19.4K | 0.01% | 188 |
|
|
2022
Q3 | – | Sell |
-2,475
| Closed | -$222K | – | 43 |
|
|
2022
Q2 | $222K | Hold |
2,475
| – | – | 0.24% | 40 |
|
|
2022
Q1 | $275K | Hold |
2,475
| – | – | 0.29% | 36 |
|
|
2021
Q4 | $256K | Buy |
+2,475
| New | +$256K | 0.27% | 38 |
|