LMG Wealth Partners’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-36,292
Closed -$3.2M 106
2023
Q2
$3.2M Buy
36,292
+1,609
+5% +$142K 0.98% 36
2023
Q1
$2.8M Buy
34,683
+3,489
+11% +$281K 0.9% 36
2022
Q4
$2.51M Buy
+31,194
New +$2.51M 0.83% 37