Golden State 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 | $84.7K | Sell |
972
-45
| -4% | -$3.92K | 0.01% | 527 |
|
|
2025
Q1 | $91.4K | Buy |
1,017
+37
| +4% | +$3.33K | 0.01% | 468 |
|
|
2024
Q4 | $78.3K | Buy |
+980
| New | +$78.3K | 0.01% | 477 |
|
|
2022
Q1 | – | Sell |
-2,817
| Closed | -$291K | – | 338 |
|
|
2021
Q4 | $291K | Buy |
+2,817
| New | +$291K | 0.05% | 288 |
|
|
2021
Q1 | – | Sell |
-2,912
| Closed | -$341K | – | 223 |
|
|
2020
Q4 | $341K | Buy |
2,912
+1,576
| +118% | +$185K | 0.1% | 161 |
|
|
2020
Q3 | $139K | Sell |
1,336
-1,340
| -50% | -$139K | 0.05% | 231 |
|
|
2020
Q2 | $245K | Buy |
2,676
+1,666
| +165% | +$153K | 0.08% | 156 |
|
|
2020
Q1 | $91K | Buy |
+1,010
| New | +$91K | 0.04% | 262 |
|
|
2019
Q4 | – | Sell |
-812
| Closed | -$88K | – | 570 |
|
|
2019
Q3 | $88K | Buy |
812
+81
| +11% | +$8.78K | 0.03% | 331 |
|
|
2019
Q2 | $71K | Hold |
731
| – | – | 0.02% | 389 |
|
|
2019
Q1 | $67K | Buy |
+731
| New | +$67K | 0.02% | 386 |
|