Convergence Financial’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
-2,640
Closed -$211K 172
2024
Q4
$211K Sell
2,640
-243
-8% -$19.4K 0.04% 155
2024
Q3
$260K Sell
2,883
-1,829
-39% -$165K 0.06% 134
2024
Q2
$371K Buy
+4,712
New +$371K 0.1% 108