CIA
Concurrent Investment Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Buy |
52,948
+5,408
| +11% | +$471K | 0.09% | 237 |
|
|
2025
Q1 | $4.27M | Sell |
47,540
-18,323
| -28% | -$1.65M | 0.1% | 215 |
|
|
2024
Q4 | $5.26M | Sell |
65,863
-173
| -0.3% | -$13.8K | 0.14% | 150 |
|
|
2024
Q3 | $5.95M | Buy |
66,036
+4,868
| +8% | +$438K | 0.18% | 123 |
|
|
2024
Q2 | $4.81M | Buy |
61,168
+21,678
| +55% | +$1.71M | 0.16% | 142 |
|
|
2024
Q1 | $3.44M | Buy |
39,490
+12,345
| +45% | +$1.08M | 0.14% | 160 |
|
|
2023
Q4 | $2.24M | Buy |
+27,145
| New | +$2.24M | 0.11% | 207 |
|