OneAscent Financial Services’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Sell |
3,750
-22
| -0.6% | -$1.95K | 0.02% | 388 |
|
|
2025
Q1 | $337K | Buy |
3,772
+175
| +5% | +$15.6K | 0.02% | 395 |
|
|
2024
Q4 | $287K | Buy |
3,597
+527
| +17% | +$42K | 0.02% | 368 |
|
|
2024
Q3 | $279K | Buy |
3,070
+410
| +15% | +$37.3K | 0.2% | 134 |
|
|
2024
Q2 | $209K | Buy |
2,660
+292
| +12% | +$22.9K | 0.03% | 233 |
|
|
2024
Q1 | $206K | Sell |
2,368
-67
| -3% | -$5.83K | 0.02% | 362 |
|
|
2023
Q4 | $201K | Buy |
+2,435
| New | +$201K | 0.02% | 352 |
|
|
2021
Q1 | $229K | Buy |
1,942
+151
| +8% | +$17.8K | 0.23% | 120 |
|
|
2020
Q4 | $211K | Sell |
1,791
-2,403
| -57% | -$283K | 0.23% | 109 |
|
|
2020
Q3 | $436K | Buy |
4,194
+44
| +1% | +$4.57K | 0.23% | 87 |
|
|
2020
Q2 | $381K | Buy |
4,150
+365
| +10% | +$33.5K | 0.25% | 82 |
|
|
2020
Q1 | $341K | Buy |
3,785
+252
| +7% | +$22.7K | 0.26% | 66 |
|
|
2019
Q4 | $401K | Buy |
+3,533
| New | +$401K | 0.22% | 80 |
|
|
2019
Q3 | – | Sell |
-4,375
| Closed | -$426K | – | 118 |
|
|
2019
Q2 | $426K | Buy |
+4,375
| New | +$426K | 0.29% | 66 |
|