MSWA
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Marshall & Sterling Wealth Advisors’s Medtronic MDT Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$35.1K Sell
404
-27
-6% -$2.35K 0.02% 201
2025
Q1 		$38.7K Buy
431
+375
+670% +$33.7K 0.03% 188
2024
Q4 		$4.45K Buy
+56
New +$4.45K ﹤0.01% 265