Forza 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 | $415K | Buy |
4,764
+610
| +15% | +$53.2K | 0.17% | 136 |
|
|
2025
Q1 | $373K | Buy |
4,154
+90
| +2% | +$8.09K | 0.17% | 134 |
|
|
2024
Q4 | $325K | Buy |
4,064
+403
| +11% | +$32.2K | 0.15% | 147 |
|
|
2024
Q3 | $330K | Buy |
3,661
+1,055
| +40% | +$95K | 0.15% | 144 |
|
|
2024
Q2 | $205K | Buy |
+2,606
| New | +$205K | 0.11% | 163 |
|
|
2023
Q3 | – | Sell |
-2,382
| Closed | -$210K | – | 184 |
|
|
2023
Q2 | $210K | Sell |
2,382
-208
| -8% | -$18.3K | 0.11% | 175 |
|
|
2023
Q1 | $209K | Buy |
+2,590
| New | +$209K | 0.11% | 173 |
|