GoalVest Advisory’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 |
-3
| Closed | -$270 | – | 471 |
|
|
2025
Q1 | $270 | Sell |
3
-27
| -90% | -$2.43K | ﹤0.01% | 417 |
|
|
2024
Q4 | $2.4K | Buy |
+30
| New | +$2.4K | ﹤0.01% | 337 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 386 |
|
|
2024
Q1 | – | Sell |
-14,820
| Closed | -$1.22M | – | 448 |
|
|
2023
Q4 | $1.22M | Sell |
14,820
-613
| -4% | -$50.5K | 0.54% | 24 |
|
|
2023
Q3 | $1.21M | Sell |
15,433
-164
| -1% | -$12.9K | 0.61% | 18 |
|
|
2023
Q2 | $1.37M | Sell |
15,597
-198
| -1% | -$17.4K | 0.71% | 13 |
|
|
2023
Q1 | $1.27M | Buy |
15,795
+6,376
| +68% | +$514K | 0.75% | 29 |
|
|
2022
Q4 | $732K | Sell |
9,419
-607
| -6% | -$47.2K | 0.47% | 52 |
|
|
2022
Q3 | $810K | Sell |
10,026
-7,035
| -41% | -$568K | 0.57% | 51 |
|
|
2022
Q2 | $1.54M | Sell |
17,061
-641
| -4% | -$58K | 0.98% | 25 |
|
|
2022
Q1 | $1.96M | Buy |
+17,702
| New | +$1.96M | 1.11% | 25 |
|
|
2021
Q2 | $642K | Buy |
+5,173
| New | +$642K | 0.4% | 70 |
|