Daymark 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 | $4.21M | Buy |
48,267
+2,009
| +4% | +$175K | 0.16% | 115 |
|
2025
Q1 | $4.16M | Buy |
46,258
+3,221
| +7% | +$289K | 0.18% | 108 |
|
2024
Q4 | $3.44M | Buy |
43,037
+484
| +1% | +$38.7K | 0.15% | 118 |
|
2024
Q3 | $3.83M | Buy |
42,553
+987
| +2% | +$88.9K | 0.16% | 116 |
|
2024
Q2 | $3.27M | Buy |
41,566
+8,727
| +27% | +$687K | 0.15% | 119 |
|
2024
Q1 | $2.86M | Sell |
32,839
-4,258
| -11% | -$371K | 0.15% | 105 |
|
2023
Q4 | $3.06M | Sell |
37,097
-5,751
| -13% | -$474K | 0.19% | 97 |
|
2023
Q3 | $3.36M | Buy |
42,848
+3,883
| +10% | +$304K | 0.23% | 92 |
|
2023
Q2 | $3.43M | Buy |
38,965
+173
| +0.4% | +$15.2K | 0.25% | 88 |
|
2023
Q1 | $3.13M | Buy |
38,792
+5,559
| +17% | +$448K | 0.41% | 57 |
|
2022
Q4 | $2.58M | Buy |
+33,233
| New | +$2.58M | 0.46% | 50 |
|