Encompass 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 | $213K | Hold |
2,443
| – | – | 0.08% | 100 |
|
|
2025
Q1 | $220K | Buy |
+2,443
| New | +$220K | 0.09% | 93 |
|
|
2024
Q4 | – | Sell |
-8,543
| Closed | -$769K | – | 119 |
|
|
2024
Q3 | $769K | Hold |
8,543
| – | – | 0.19% | 108 |
|
|
2024
Q2 | $672K | Hold |
8,543
| – | – | 0.18% | 109 |
|
|
2024
Q1 | $745K | Sell |
8,543
-34
| -0.4% | -$2.96K | 0.2% | 104 |
|
|
2023
Q4 | $707K | Hold |
8,577
| – | – | 0.21% | 93 |
|
|
2023
Q3 | $672K | Buy |
8,577
+6
| +0.1% | +$470 | 0.22% | 86 |
|
|
2023
Q2 | $755K | Sell |
8,571
-46
| -0.5% | -$4.05K | 0.25% | 80 |
|
|
2023
Q1 | $695K | Hold |
8,617
| – | – | 0.24% | 80 |
|
|
2022
Q4 | $670K | Buy |
8,617
+28
| +0.3% | +$2.18K | 0.24% | 76 |
|
|
2022
Q3 | $694K | Buy |
8,589
+2,700
| +46% | +$218K | 0.26% | 68 |
|
|
2022
Q2 | $529K | Sell |
5,889
-68
| -1% | -$6.11K | 0.19% | 100 |
|
|
2022
Q1 | $661K | Buy |
5,957
+18
| +0.3% | +$2K | 0.17% | 106 |
|
|
2021
Q4 | $614K | Buy |
5,939
+46
| +0.8% | +$4.76K | 0.15% | 111 |
|
|
2021
Q3 | $738K | Sell |
5,893
-1,000
| -15% | -$125K | 0.19% | 91 |
|
|
2021
Q2 | $855K | Hold |
6,893
| – | – | 0.21% | 91 |
|
|
2021
Q1 | $885K | Sell |
6,893
-2,405
| -26% | -$309K | 0.23% | 85 |
|
|
2020
Q4 | $1.09M | Buy |
+9,298
| New | +$1.09M | 0.63% | 36 |
|