Delos Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Buy |
+310
| New | +$27K | 0.02% | 125 |
|
|
2025
Q1 | – | Sell |
-310
| Closed | -$24.8K | – | 132 |
|
|
2024
Q4 | $24.8K | Hold |
310
| – | – | 0.02% | 93 |
|
|
2024
Q3 | $27.9K | Hold |
310
| – | – | 0.02% | 89 |
|
|
2024
Q2 | $24.4K | Hold |
310
| – | – | 0.02% | 94 |
|
|
2024
Q1 | $27K | Hold |
310
| – | – | 0.03% | 81 |
|
|
2023
Q4 | $25.5K | Hold |
310
| – | – | 0.04% | 79 |
|
|
2023
Q3 | $25.3K | Hold |
310
| – | – | 0.03% | 94 |
|
|
2023
Q2 | $27.3K | Hold |
310
| – | – | 0.03% | 85 |
|
|
2023
Q1 | $25K | Hold |
310
| – | – | 0.03% | 85 |
|
|
2022
Q4 | $24.1K | Hold |
310
| – | – | 0.04% | 89 |
|
|
2022
Q3 | $25K | Hold |
310
| – | – | 0.03% | 77 |
|
|
2022
Q2 | $28K | Hold |
310
| – | – | 0.03% | 75 |
|
|
2022
Q1 | $34K | Sell |
310
-153
| -33% | -$16.8K | 0.03% | 84 |
|
|
2021
Q4 | $48K | Sell |
463
-37
| -7% | -$3.84K | 0.05% | 77 |
|
|
2021
Q3 | $63K | Hold |
500
| – | – | 0.07% | 53 |
|
|
2021
Q2 | $62K | Buy |
+500
| New | +$62K | 0.08% | 50 |
|