Evergreen Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
27,208
+306
| +1% | +$26.7K | 1.33% | 27 |
|
|
2025
Q1 | $2.42M | Buy |
26,902
+37
| +0.1% | +$3.33K | 1.44% | 25 |
|
|
2024
Q4 | $2.15M | Buy |
26,865
+663
| +3% | +$53K | 1.27% | 28 |
|
|
2024
Q3 | $2.36M | Buy |
26,202
+7,037
| +37% | +$634K | 1.42% | 26 |
|
|
2024
Q2 | $1.51M | Hold |
19,165
| – | – | 1% | 34 |
|
|
2024
Q1 | $1.67M | Hold |
19,165
| – | – | 1.13% | 31 |
|
|
2023
Q4 | $1.58M | Buy |
19,165
+510
| +3% | +$42K | 1.16% | 31 |
|
|
2023
Q3 | $1.46M | Buy |
18,655
+278
| +2% | +$21.8K | 1.16% | 33 |
|
|
2023
Q2 | $1.62M | Buy |
18,377
+1,898
| +12% | +$167K | 1.27% | 27 |
|
|
2023
Q1 | $1.33M | Buy |
16,479
+2,106
| +15% | +$170K | 1.18% | 34 |
|
|
2022
Q4 | $1.12M | Buy |
+14,373
| New | +$1.12M | 1.03% | 36 |
|