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Heritage Oak Wealth Advisors’s Medtronic MDT Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,315
Closed -$388K – 139
2024
Q3 		$388K Sell
4,315
-1,247
-22% -$112K 0.18% 82
2024
Q2 		$438K Buy
+5,562
New +$438K 0.22% 63