Legacy Capital Wealth Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Sell |
10,436
-369
| -3% | -$32.2K | 0.21% | 96 |
|
|
2025
Q1 | $971K | Sell |
10,805
-957
| -8% | -$86K | 0.24% | 84 |
|
|
2024
Q4 | $940K | Sell |
11,762
-1,216
| -9% | -$97.1K | 0.23% | 82 |
|
|
2024
Q3 | $1.17M | Buy |
12,978
+189
| +1% | +$17K | 0.23% | 88 |
|
|
2024
Q2 | $1.01M | Buy |
+12,789
| New | +$1.01M | 0.26% | 77 |
|
|
2024
Q1 | – | Sell |
-13,026
| Closed | -$1.07M | – | 250 |
|
|
2023
Q4 | $1.07M | Sell |
13,026
-3,671
| -22% | -$302K | 0.3% | 69 |
|
|
2023
Q3 | $1.31M | Buy |
+16,697
| New | +$1.31M | 0.36% | 55 |
|
|
2023
Q2 | – | Sell |
-15,266
| Closed | -$1.23M | – | 154 |
|
|
2023
Q1 | $1.23M | Buy |
+15,266
| New | +$1.23M | 0.34% | 59 |
|
|
2021
Q2 | – | Sell |
-6,719
| Closed | -$798K | – | 56 |
|
|
2021
Q1 | $798K | Buy |
6,719
+736
| +12% | +$87.4K | 0.33% | 40 |
|
|
2020
Q4 | $704K | Buy |
+5,983
| New | +$704K | 0.3% | 40 |
|