HB 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
$8.83M Buy
101,269
+5,192
+5% +$453K 0.07% 149
2025
Q1
$8.63M Buy
96,077
+16,264
+20% +$1.46M 0.07% 151
2024
Q4
$6.37M Buy
79,813
+4,051
+5% +$324K 0.07% 139
2024
Q3
$6.82M Sell
75,762
-9,328
-11% -$840K 0.07% 133
2024
Q2
$6.7M Buy
85,090
+10,615
+14% +$836K 0.08% 123
2024
Q1
$6.49M Buy
74,475
+8,104
+12% +$706K 0.08% 127
2023
Q4
$5.47M Sell
66,371
-4,665
-7% -$384K 0.08% 130
2023
Q3
$5.57M Buy
71,036
+2,680
+4% +$210K 0.09% 115
2023
Q2
$6.02M Buy
68,356
+1,668
+3% +$147K 0.1% 107
2023
Q1
$5.38M Buy
66,688
+26,938
+68% +$2.17M 0.09% 111
2022
Q4
$3.09M Sell
39,750
-14,981
-27% -$1.16M 0.06% 150
2022
Q3
$4.42M Buy
54,731
+5,615
+11% +$453K 0.09% 104
2022
Q2
$4.41M Buy
49,116
+5,949
+14% +$534K 0.09% 109
2022
Q1
$4.79M Buy
43,167
+12,072
+39% +$1.34M 0.09% 113
2021
Q4
$3.22M Buy
+31,095
New +$3.22M 0.06% 117