Pacific Capital 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
Q1 | – | Sell |
-75
| Closed | -$5.99K | – | 250 |
|
|
2024
Q4 | $5.99K | Sell |
75
-17
| -18% | -$1.36K | ﹤0.01% | 306 |
|
|
2024
Q3 | $8.28K | Sell |
92
-203
| -69% | -$18.3K | ﹤0.01% | 312 |
|
|
2024
Q2 | $23.2K | Buy |
295
+265
| +883% | +$20.9K | ﹤0.01% | 216 |
|
|
2024
Q1 | $2.62K | Hold |
30
| – | – | ﹤0.01% | 408 |
|
|
2023
Q4 | $2.47K | Buy |
+30
| New | +$2.47K | ﹤0.01% | 281 |
|