Guardian Wealth Advisors (North Carolina)’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
2,984
-329
| -10% | -$28.7K | 0.02% | 287 |
|
|
2025
Q1 | $298K | Sell |
3,313
-58
| -2% | -$5.21K | 0.02% | 253 |
|
|
2024
Q4 | $269K | Buy |
3,371
+453
| +16% | +$36.2K | 0.02% | 261 |
|
|
2024
Q3 | $263K | Sell |
2,918
-263
| -8% | -$23.7K | 0.03% | 228 |
|
|
2024
Q2 | $250K | Buy |
3,181
+27
| +0.9% | +$2.13K | 0.03% | 222 |
|
|
2024
Q1 | $275K | Buy |
3,154
+310
| +11% | +$27K | 0.03% | 219 |
|
|
2023
Q4 | $234K | Buy |
+2,844
| New | +$234K | 0.04% | 221 |
|
|
2023
Q3 | – | Sell |
-2,383
| Closed | -$212K | – | 438 |
|
|
2023
Q2 | $212K | Sell |
2,383
-231
| -9% | -$20.5K | 0.04% | 220 |
|
|
2023
Q1 | $213K | Sell |
2,614
-21
| -0.8% | -$1.71K | 0.04% | 208 |
|
|
2022
Q4 | $207K | Hold |
2,635
| – | – | 0.04% | 195 |
|
|
2022
Q3 | $215K | Buy |
+2,635
| New | +$215K | 0.04% | 174 |
|
|
2022
Q2 | – | Sell |
-2,069
| Closed | -$231K | – | 372 |
|
|
2022
Q1 | $231K | Buy |
+2,069
| New | +$231K | 0.1% | 153 |
|