Congress 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 | $6.99M | Buy |
80,164
+22,855
| +40% | +$1.99M | 0.07% | 320 |
|
|
2025
Q1 | $5.15M | Buy |
57,309
+25,320
| +79% | +$2.28M | 0.06% | 326 |
|
|
2024
Q4 | $2.56M | Sell |
31,989
-37,900
| -54% | -$3.03M | 0.04% | 376 |
|
|
2024
Q3 | $6.29M | Buy |
69,889
+38,053
| +120% | +$3.43M | 0.08% | 265 |
|
|
2024
Q2 | $2.51M | Buy |
+31,836
| New | +$2.51M | 0.04% | 329 |
|