Marshall Financial Group (Pennsylvania)’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Hold |
3,010
| – | – | 0.08% | 47 |
|
|
2025
Q1 | $270K | Buy |
+3,010
| New | +$270K | 0.09% | 48 |
|
|
2024
Q4 | – | Sell |
-2,310
| Closed | -$208K | – | 53 |
|
|
2024
Q3 | $208K | Buy |
+2,310
| New | +$208K | 0.06% | 51 |
|
|
2024
Q2 | – | Sell |
-2,310
| Closed | -$201K | – | 57 |
|
|
2024
Q1 | $201K | Buy |
+2,310
| New | +$201K | 0.07% | 55 |
|
|
2023
Q3 | – | Sell |
-2,310
| Closed | -$204K | – | 49 |
|
|
2023
Q2 | $204K | Buy |
+2,310
| New | +$204K | 0.08% | 48 |
|
|
2022
Q2 | – | Sell |
-1,818
| Closed | -$202K | – | 57 |
|
|
2022
Q1 | $202K | Buy |
+1,818
| New | +$202K | 0.08% | 55 |
|
|
2021
Q4 | – | Sell |
-2,003
| Closed | -$251K | – | 60 |
|
|
2021
Q3 | $251K | Buy |
2,003
+277
| +16% | +$34.7K | 0.11% | 55 |
|
|
2021
Q2 | $214K | Hold |
1,726
| – | – | 0.09% | 55 |
|
|
2021
Q1 | $204K | Sell |
1,726
-265
| -13% | -$31.3K | 0.09% | 54 |
|
|
2020
Q4 | $233K | Hold |
1,991
| – | – | 0.11% | 53 |
|
|
2020
Q3 | $207K | Buy |
+1,991
| New | +$207K | 0.12% | 51 |
|