Lantern 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 | $812K | Buy |
+9,310
| New | +$812K | 0.48% | 57 |
|
2024
Q4 | $756K | Sell |
9,469
-1,468
| -13% | -$117K | 0.49% | 50 |
|
2024
Q3 | $985K | Sell |
10,937
-1
| -0% | -$90 | 0.68% | 41 |
|
2024
Q2 | $861K | Hold |
10,938
| – | – | 0.62% | 44 |
|
2024
Q1 | $953K | Buy |
10,938
+223
| +2% | +$19.4K | 0.67% | 44 |
|
2023
Q4 | $883K | Buy |
+10,715
| New | +$883K | 0.69% | 41 |
|