Financial Synergies Wealth Advisors’s Medtronic MDT Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-277	Closed	-$24.1K	–	292
2024 Q1	$24.1K	Buy	277 +253	+1,054%	+$21.6K	﹤0.01%	178
2023 Q4	$1.87K	Sell	24 -260	-92%	-$19.8K	﹤0.01%	250
2023 Q3	$22.2K	Buy	284 +1	+0.4%	+$84	﹤0.01%	163
2023 Q2	$24.9K	Sell	283 -72	-20%	-$6.2K	﹤0.01%	152
2023 Q1	$28.6K	Buy	355 +331	+1,379%	+$27K	﹤0.01%	144
2022 Q4	$1.87K	Hold	24	–	–	﹤0.01%	250
2022 Q3	$1.94K	Buy	+24	New	+$2.16K	﹤0.01%	226

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Synergies Wealth Advisors's MDT Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Medtronic (MDT) in Q2 2024, closing a stake of 277 shares — an estimated $24.1K sold.

Financial Synergies Wealth Advisors first reported a position in MDT in Q3 2022 and held it in 7 quarters. The position peaked at $28.6K in Q1 2023. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 277 Medtronic shares in Q2 2024, an estimated $24.1K.
Financial Synergies Wealth Advisors first reported a position in Medtronic in Q3 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Medtronic position peaked at $28.6K in Q1 2023.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.