Core Wealth Partners’s Medtronic MDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$436K	Hold	5,000	–	–	0.22%	94
2025 Q1	$449K	Sell	5,000 -30	-0.6%	-$2.7K	0.26%	89
2024 Q4	$402K	Hold	5,030	–	–	0.23%	95
2024 Q3	$453K	Sell	5,030 -311	-6%	-$28K	0.27%	83
2024 Q2	$420K	Buy	+5,341	New	+$420K	0.29%	76