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