Northwest Financial 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 | $350K | Buy |
4,013
+3
| +0.1% | +$261 | 0.49% | 60 |
|
|
2025
Q1 | $360K | Buy |
4,010
+2
| +0% | +$180 | 0.3% | 75 |
|
|
2024
Q4 | $320K | Buy |
4,008
+2
| +0% | +$160 | 0.26% | 80 |
|
|
2024
Q3 | $361K | Sell |
4,006
-12
| -0.3% | -$1.08K | 0.29% | 68 |
|
|
2024
Q2 | $316K | Buy |
4,018
+17
| +0.4% | +$1.34K | 0.32% | 70 |
|
|
2024
Q1 | $349K | Buy |
4,001
+2
| +0.1% | +$174 | 0.38% | 66 |
|
|
2023
Q4 | $329K | Buy |
+3,999
| New | +$329K | 0.28% | 60 |
|