Lifeworks 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 | $233K | Buy |
+2,669
| New | +$233K | 0.03% | 287 |
|
|
2022
Q3 | – | Sell |
-3,715
| Closed | -$333K | – | 148 |
|
|
2022
Q2 | $333K | Buy |
3,715
+862
| +30% | +$77.3K | 0.21% | 97 |
|
|
2022
Q1 | $317K | Buy |
2,853
+175
| +7% | +$19.4K | 0.21% | 94 |
|
|
2021
Q4 | $277K | Buy |
+2,678
| New | +$277K | 0.22% | 98 |
|