One 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 | $960K | Buy |
11,010
+557
| +5% | +$48.6K | 0.13% | 94 |
|
|
2025
Q1 | $946K | Buy |
+10,453
| New | +$946K | 0.14% | 94 |
|
|
2023
Q1 | – | Sell |
-269
| Closed | -$20.9K | – | 439 |
|
|
2022
Q4 | $20.9K | Buy |
+269
| New | +$20.9K | ﹤0.01% | 521 |
|
|
2019
Q2 | – | Sell |
-122
| Closed | -$11K | – | 336 |
|
|
2019
Q1 | $11K | Buy |
+122
| New | +$11K | 0.01% | 311 |
|
|
2018
Q4 | – | Sell |
-90
| Closed | -$9K | – | 324 |
|
|
2018
Q3 | $9K | Buy |
+90
| New | +$9K | 0.01% | 356 |
|