Ipsen Advisor Group’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$520K Buy
5,961
+169
+3% +$14.7K 0.4% 65
2025
Q1
$520K Buy
5,792
+45
+0.8% +$4.04K 0.45% 55
2024
Q4
$459K Buy
+5,747
New +$459K 0.39% 62
2022
Q4
$281K Buy
+3,621
New +$281K 0.32% 80