Moss Adams 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 | $376K | Sell |
4,284
-498
| -10% | -$43.7K | 0.03% | 166 |
|
|
2025
Q1 | $433K | Buy |
4,782
+1,400
| +41% | +$127K | 0.05% | 120 |
|
|
2024
Q4 | $272K | Sell |
3,382
-36
| -1% | -$2.9K | 0.03% | 158 |
|
|
2024
Q3 | $310K | Buy |
3,418
+93
| +3% | +$8.43K | 0.03% | 140 |
|
|
2024
Q2 | $264K | Buy |
3,325
+298
| +10% | +$23.6K | 0.04% | 136 |
|
|
2024
Q1 | $266K | Buy |
+3,027
| New | +$266K | 0.04% | 120 |
|