Fiduciary Alliance’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Buy |
8,121
+2,068
| +34% | +$180K | 0.05% | 272 |
|
|
2025
Q1 | $544K | Buy |
6,053
+169
| +3% | +$15.2K | 0.05% | 241 |
|
|
2024
Q4 | $470K | Buy |
+5,884
| New | +$470K | 0.05% | 244 |
|
|
2023
Q3 | – | Sell |
-394
| Closed | -$34.7K | – | 629 |
|
|
2023
Q2 | $34.7K | Buy |
+394
| New | +$34.7K | 0.01% | 360 |
|
|
2023
Q1 | – | Sell |
-177
| Closed | -$13.8K | – | 561 |
|
|
2022
Q4 | $13.8K | Buy |
+177
| New | +$13.8K | ﹤0.01% | 354 |
|