Glass Jacobson Investment Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-980
| Closed | -$78.3K | – | 720 |
|
|
2025
Q1 | $78.3K | Hold |
980
| – | – | 0.03% | 322 |
|
|
2024
Q4 | $78.3K | Buy |
980
+29
| +3% | +$2.32K | 0.03% | 322 |
|
|
2024
Q3 | $85.6K | Hold |
951
| – | – | 0.03% | 300 |
|
|
2024
Q2 | $74.9K | Hold |
951
| – | – | 0.03% | 305 |
|
|
2024
Q1 | $82.9K | Hold |
951
| – | – | 0.03% | 295 |
|
|
2023
Q4 | $78.3K | Sell |
951
-21
| -2% | -$1.73K | 0.03% | 290 |
|
|
2023
Q3 | $76.2K | Hold |
972
| – | – | 0.03% | 287 |
|
|
2023
Q2 | $85.6K | Buy |
+972
| New | +$85.6K | 0.04% | 273 |
|
|
2022
Q4 | $77.7K | Buy |
+1,000
| New | +$77.7K | 0.04% | 289 |
|