Guardian Wealth Advisors (Minnesota)’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $322K | Sell |
3,688
-137
| -4% | -$11.9K | 0.19% | 52 |
|
2025
Q1 | $344K | Sell |
3,825
-395
| -9% | -$35.5K | 0.22% | 53 |
|
2024
Q4 | $337K | Buy |
4,220
+521
| +14% | +$41.6K | 0.22% | 53 |
|
2024
Q3 | $333K | Sell |
3,699
-4
| -0.1% | -$360 | 0.21% | 58 |
|
2024
Q2 | $291K | Buy |
3,703
+3
| +0.1% | +$236 | 0.19% | 59 |
|
2024
Q1 | $322K | Sell |
3,700
-90
| -2% | -$7.84K | 0.21% | 58 |
|
2023
Q4 | $312K | Buy |
3,790
+948
| +33% | +$78.1K | 0.22% | 56 |
|
2023
Q3 | $223K | Sell |
2,842
-128
| -4% | -$10K | 0.17% | 63 |
|
2023
Q2 | $262K | Sell |
2,970
-176
| -6% | -$15.5K | 0.19% | 59 |
|
2023
Q1 | $254K | Buy |
+3,146
| New | +$254K | 0.2% | 58 |
|
2022
Q4 | – | Sell |
-2,510
| Closed | -$203K | – | 65 |
|
2022
Q3 | $203K | Buy |
2,510
+100
| +4% | +$8.09K | 0.2% | 58 |
|
2022
Q2 | $216K | Buy |
2,410
+32
| +1% | +$2.87K | 0.2% | 61 |
|
2022
Q1 | $264K | Buy |
2,378
+90
| +4% | +$9.99K | 0.22% | 56 |
|
2021
Q4 | $237K | Buy |
2,288
+52
| +2% | +$5.39K | 0.19% | 59 |
|
2021
Q3 | $280K | Buy |
2,236
+7
| +0.3% | +$877 | 0.25% | 52 |
|
2021
Q2 | $277K | Buy |
2,229
+2
| +0.1% | +$249 | 0.24% | 55 |
|
2021
Q1 | $263K | Sell |
2,227
-35
| -2% | -$4.13K | 0.24% | 57 |
|
2020
Q4 | $265K | Buy |
+2,262
| New | +$265K | 0.26% | 57 |
|