Heritage Family Offices’s Medtronic MDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$720K	Hold	8,211	–	–	0.36%	67
2025 Q1	$738K	Buy	8,211 +339	+4%	+$30.5K	0.38%	65
2024 Q4	$629K	Sell	7,872 -180	-2%	-$14.4K	0.31%	70
2024 Q3	$725K	Buy	8,052 +63	+0.8%	+$5.67K	0.37%	59
2024 Q2	$629K	Buy	+7,989	New	+$629K	0.35%	68