Lantz Financial’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,328
| Closed | -$209K | – | 240 |
|
|
2025
Q1 | $209K | Buy |
+2,328
| New | +$209K | 0.06% | 208 |
|
|
2024
Q1 | – | Sell |
-3,434
| Closed | -$283K | – | 210 |
|
|
2023
Q4 | $283K | Buy |
3,434
+55
| +2% | +$4.53K | 0.1% | 164 |
|
|
2023
Q3 | $265K | Buy |
3,379
+335
| +11% | +$26.3K | 0.11% | 155 |
|
|
2023
Q2 | $268K | Buy |
3,044
+88
| +3% | +$7.75K | 0.11% | 159 |
|
|
2023
Q1 | $238K | Sell |
2,956
-50
| -2% | -$4.03K | 0.1% | 164 |
|
|
2022
Q4 | $234K | Buy |
+3,006
| New | +$234K | 0.11% | 159 |
|