Kingswood Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Sell |
5,901
-61
| -1% | -$5.32K | 0.04% | 404 |
|
|
2025
Q1 | $536K | Sell |
5,962
-128
| -2% | -$11.5K | 0.05% | 373 |
|
|
2024
Q4 | $486K | Sell |
6,090
-8,952
| -60% | -$715K | 0.04% | 446 |
|
|
2024
Q3 | $1.35M | Buy |
15,042
+694
| +5% | +$62.5K | 0.1% | 238 |
|
|
2024
Q2 | $1.13M | Buy |
14,348
+2,414
| +20% | +$190K | 0.1% | 210 |
|
|
2024
Q1 | $1.04M | Sell |
11,934
-1,120
| -9% | -$97.6K | 0.12% | 197 |
|
|
2023
Q4 | $1.08M | Buy |
13,054
+9,376
| +255% | +$772K | 0.12% | 182 |
|
|
2023
Q3 | $288K | Sell |
3,678
-163
| -4% | -$12.8K | 0.05% | 331 |
|
|
2023
Q2 | $338K | Buy |
+3,841
| New | +$338K | 0.11% | 182 |
|