Encompass Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $233K | Buy |
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|
2025
Q2 | $213K | Hold |
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|
2025
Q1 | $220K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $769K | Hold |
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|
2024
Q2 | $672K | Hold |
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|
2024
Q1 | $745K | Sell |
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|
2023
Q4 | $707K | Hold |
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|
2023
Q3 | $672K | Buy |
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|
2023
Q2 | $755K | Sell |
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|
2023
Q1 | $695K | Hold |
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|
2022
Q4 | $670K | Buy |
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|
2022
Q3 | $694K | Buy |
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|
2022
Q2 | $529K | Sell |
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|
2022
Q1 | $661K | Buy |
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|
2021
Q4 | $614K | Buy |
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|
2021
Q3 | $738K | Sell |
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|
2021
Q2 | $855K | Hold |
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|
2021
Q1 | $885K | Sell |
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|
2020
Q4 | $1.09M | Buy |
|