Dynamic Wealth Strategies’s Medtronic MDT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$169K Sell
1,938
-40
-2% -$3.49K 0.12% 74
2025
Q1
$178K Buy
+1,978
New +$178K 0.15% 71
2024
Q4
Sell
-2,153
Closed -$194K 169
2024
Q3
$194K Sell
2,153
-177
-8% -$15.9K 0.16% 67
2024
Q2
$183K Sell
2,330
-2
-0.1% -$157 0.16% 66
2024
Q1
$203K Buy
2,332
+63
+3% +$5.48K 0.17% 61
2023
Q4
$187K Buy
+2,269
New +$187K 0.17% 63