KFG Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,725
| Closed | -$218K | – | 199 |
|
2024
Q4 | $218K | Buy |
2,725
+141
| +5% | +$11.3K | 0.04% | 174 |
|
2024
Q3 | $233K | Sell |
2,584
-537
| -17% | -$48.3K | 0.05% | 169 |
|
2024
Q2 | $246K | Sell |
3,121
-97
| -3% | -$7.64K | 0.1% | 140 |
|
2024
Q1 | $280K | Buy |
3,218
+241
| +8% | +$21K | 0.12% | 126 |
|
2023
Q4 | $245K | Sell |
2,977
-28
| -0.9% | -$2.31K | 0.11% | 119 |
|
2023
Q3 | $235K | Buy |
3,005
+160
| +6% | +$12.5K | 0.13% | 116 |
|
2023
Q2 | $251K | Buy |
+2,845
| New | +$251K | 0.15% | 103 |
|