Invera Wealth Advisors’s Medtronic MDT Stock Holding History

Invera Wealth Advisors’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$513K	Sell
2025 Q2	$471K	Sell
2025 Q1	$586K	Buy
2024 Q2	–	Sell
2024 Q1	$458K	Buy
2023 Q4	$264K	Buy