Klingman & Associates’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
$241K Buy
2016
Q4
Sell
2016
Q3
$118K Hold
2016
Q2
$118K Hold
2016
Q1
$102K Sell
2015
Q4
$107K Hold
2015
Q3
$92K Hold
2015
Q2
$103K Hold
2015
Q1
$108K Buy