New Wave 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 | $256K | Sell |
2,935
-9
| -0.3% | -$785 | 0.11% | 108 |
|
|
2025
Q1 | $265K | Sell |
2,944
-706
| -19% | -$63.4K | 0.12% | 105 |
|
|
2024
Q4 | $292K | Sell |
3,650
-665
| -15% | -$53.1K | 0.12% | 106 |
|
|
2024
Q3 | $388K | Sell |
4,315
-130
| -3% | -$11.7K | 0.18% | 82 |
|
|
2024
Q2 | $350K | Buy |
+4,445
| New | +$350K | 0.19% | 84 |
|