Guardian 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
Sell
-61
Closed -$5.48K 149
2025
Q1
$5.48K Sell
61
-9,651
-99% -$867K ﹤0.01% 181
2024
Q4
$776K Sell
9,712
-3,419
-26% -$273K 0.53% 48
2024
Q3
$1.18M Buy
13,131
+115
+0.9% +$10.4K 0.83% 41
2024
Q2
$1.02M Buy
13,016
+75
+0.6% +$5.9K 0.78% 41
2024
Q1
$1.13M Sell
12,941
-433
-3% -$37.7K 0.87% 40
2023
Q4
$1.1M Sell
13,374
-44
-0.3% -$3.63K 0.93% 40
2023
Q3
$1.05M Sell
13,418
-22
-0.2% -$1.72K 0.98% 40
2023
Q2
$1.18M Buy
13,440
+276
+2% +$24.3K 1.08% 40
2023
Q1
$1.06M Buy
13,164
+175
+1% +$14.1K 1.02% 41
2022
Q4
$1.01M Sell
12,989
-40
-0.3% -$3.11K 0.99% 42
2022
Q3
$1.05M Buy
13,029
+182
+1% +$14.7K 1.19% 37
2022
Q2
$1.15M Buy
12,847
+609
+5% +$54.7K 1.24% 37
2022
Q1
$1.36M Buy
12,238
+251
+2% +$27.9K 1.35% 32
2021
Q4
$1.24M Buy
+11,987
New +$1.24M 1.19% 34