Fi3 Financial 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 | $532K | Buy |
6,050
+70
| +1% | +$6.15K | 0.19% | 46 |
|
|
2025
Q1 | $537K | Sell |
5,980
-1,211
| -17% | -$109K | 0.22% | 46 |
|
|
2024
Q4 | $580K | Sell |
7,191
-119
| -2% | -$9.59K | 0.22% | 45 |
|
|
2024
Q3 | $658K | Buy |
7,310
+41
| +0.6% | +$3.69K | 0.26% | 35 |
|
|
2024
Q2 | $572K | Sell |
7,269
-201
| -3% | -$15.8K | 0.25% | 35 |
|
|
2024
Q1 | $610K | Buy |
7,470
+551
| +8% | +$45K | 0.28% | 32 |
|
|
2023
Q4 | $570K | Sell |
6,919
-69
| -1% | -$5.68K | 0.27% | 33 |
|
|
2023
Q3 | $548K | Buy |
6,988
+51
| +0.7% | +$4K | 0.29% | 32 |
|
|
2023
Q2 | $611K | Buy |
6,937
+80
| +1% | +$7.05K | 0.32% | 33 |
|
|
2023
Q1 | $553K | Buy |
6,857
+2,600
| +61% | +$210K | 0.29% | 35 |
|
|
2022
Q4 | $331K | Sell |
4,257
-1,256
| -23% | -$97.6K | 0.19% | 45 |
|
|
2022
Q3 | $445K | Buy |
5,513
+93
| +2% | +$7.51K | 0.41% | 27 |
|
|
2022
Q2 | $476K | Buy |
5,420
+171
| +3% | +$15K | 0.39% | 29 |
|
|
2022
Q1 | $582K | Buy |
5,249
+205
| +4% | +$22.7K | 0.45% | 22 |
|
|
2021
Q4 | $522K | Buy |
+5,044
| New | +$522K | 0.34% | 25 |
|
|
2021
Q2 | – | Sell |
-2,200
| Closed | -$260K | – | 48 |
|
|
2021
Q1 | $260K | Buy |
+2,200
| New | +$260K | 0.22% | 37 |
|