Mills Wealth 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 | $245K | Sell |
2,818
-3
| -0.1% | -$261 | 0.11% | 59 |
|
|
2025
Q1 | $253K | Sell |
2,821
-41
| -1% | -$3.68K | 0.13% | 55 |
|
|
2024
Q4 | $229K | Sell |
2,862
-39
| -1% | -$3.12K | 0.13% | 55 |
|
|
2024
Q3 | $261K | Buy |
2,901
+263
| +10% | +$23.7K | 0.18% | 46 |
|
|
2024
Q2 | $208K | Buy |
2,638
+142
| +6% | +$11.2K | 0.15% | 50 |
|
|
2024
Q1 | $218K | Sell |
2,496
-6
| -0.2% | -$523 | 0.16% | 49 |
|
|
2023
Q4 | $206K | Sell |
2,502
-64
| -2% | -$5.27K | 0.16% | 48 |
|
|
2023
Q3 | $201K | Buy |
2,566
+138
| +6% | +$10.8K | 0.16% | 45 |
|
|
2023
Q2 | $213K | Buy |
+2,428
| New | +$213K | 0.16% | 42 |
|