Nvest Financial’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $983K | Buy |
11,272
+696
| +7% | +$60.7K | 0.51% | 48 |
|
|
2025
Q1 | $950K | Sell |
10,576
-12
| -0.1% | -$1.08K | 0.51% | 49 |
|
|
2024
Q4 | $846K | Buy |
10,588
+536
| +5% | +$42.8K | 0.43% | 59 |
|
|
2024
Q3 | $905K | Buy |
10,052
+633
| +7% | +$57K | 0.52% | 51 |
|
|
2024
Q2 | $741K | Buy |
9,419
+1,655
| +21% | +$130K | 0.46% | 51 |
|
|
2024
Q1 | $677K | Buy |
7,764
+1,171
| +18% | +$102K | 0.45% | 51 |
|
|
2023
Q4 | $543K | Buy |
6,593
+1,801
| +38% | +$148K | 0.43% | 45 |
|
|
2023
Q3 | $375K | Buy |
4,792
+1,048
| +28% | +$82.1K | 0.35% | 47 |
|
|
2023
Q2 | $330K | Buy |
+3,744
| New | +$330K | 0.29% | 52 |
|
|
2022
Q2 | – | Sell |
-5,497
| Closed | -$610K | – | 62 |
|
|
2022
Q1 | $610K | Buy |
+5,497
| New | +$610K | 0.5% | 46 |
|