Kingswood Wealth Advisors’s Medtronic MDT Stock Holding History

Kingswood 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	$544K	Sell
2025 Q2	$514K	Sell
2025 Q1	$536K	Sell
2024 Q4	$486K	Sell
2024 Q3	$1.35M	Buy
2024 Q2	$1.13M	Buy
2024 Q1	$1.04M	Sell
2023 Q4	$1.08M	Buy
2023 Q3	$288K	Sell
2023 Q2	$338K	Buy