Financial Synergies Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-277
| Closed | -$24.1K | – | 292 |
|
|
2024
Q1 | $24.1K | Buy |
277
+253
| +1,054% | +$22K | ﹤0.01% | 178 |
|
|
2023
Q4 | $1.87K | Sell |
24
-260
| -92% | -$20.2K | ﹤0.01% | 250 |
|
|
2023
Q3 | $22.2K | Buy |
284
+1
| +0.4% | +$78 | ﹤0.01% | 163 |
|
|
2023
Q2 | $24.9K | Sell |
283
-72
| -20% | -$6.34K | ﹤0.01% | 152 |
|
|
2023
Q1 | $28.6K | Buy |
355
+331
| +1,379% | +$26.7K | ﹤0.01% | 144 |
|
|
2022
Q4 | $1.87K | Hold |
24
| – | – | ﹤0.01% | 250 |
|
|
2022
Q3 | $1.94K | Buy |
+24
| New | +$1.94K | ﹤0.01% | 225 |
|