Jamison Private Wealth Management’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$620K Sell
2025
Q2
$580K Sell
2025
Q1
$604K Sell
2024
Q4
$592K Sell
2024
Q3
$698K Buy
2024
Q2
$603K Sell
2024
Q1
$673K Buy
2023
Q4
$584K Buy
2023
Q3
$533K Buy