GeoWealth 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 | $2.82M | Sell |
32,381
-1,244
| -4% | -$108K | 0.11% | 108 |
|
|
2025
Q1 | $3.02M | Buy |
33,625
+1,881
| +6% | +$169K | 0.12% | 104 |
|
|
2024
Q4 | $2.54M | Buy |
31,744
+8,094
| +34% | +$647K | 0.08% | 159 |
|
|
2024
Q3 | $2.13M | Buy |
23,650
+1,353
| +6% | +$122K | 0.08% | 175 |
|
|
2024
Q2 | $1.75M | Buy |
22,297
+3,587
| +19% | +$282K | 0.08% | 177 |
|
|
2024
Q1 | $1.63M | Buy |
18,710
+7,180
| +62% | +$626K | 0.06% | 206 |
|
|
2023
Q4 | $951K | Buy |
11,530
+11,042
| +2,263% | +$911K | 0.08% | 219 |
|
|
2023
Q3 | $38K | Sell |
488
-73
| -13% | -$5.68K | ﹤0.01% | 407 |
|
|
2023
Q2 | $50K | Buy |
+561
| New | +$50K | 0.01% | 332 |
|
|
2022
Q2 | – | Sell |
-76
| Closed | -$8K | – | 368 |
|
|
2022
Q1 | $8K | Buy |
+76
| New | +$8K | ﹤0.01% | 391 |
|
|
2021
Q1 | – | Sell |
-543
| Closed | -$63K | – | 227 |
|
|
2020
Q4 | $63K | Buy |
+543
| New | +$63K | 0.01% | 203 |
|