PDS Planning’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Sell
2,992
-285
-9% -$24.8K 0.02% 397
2025
Q1
$294K Buy
+3,277
New +$294K 0.02% 331
2024
Q4
Sell
-2,561
Closed -$231K 461
2024
Q3
$231K Sell
2,561
-893
-26% -$80.4K 0.02% 371
2024
Q2
$272K Buy
3,454
+1,074
+45% +$84.5K 0.03% 286
2024
Q1
$207K Buy
+2,380
New +$207K 0.02% 353
2023
Q4
Sell
-3,081
Closed -$241K 374
2023
Q3
$241K Sell
3,081
-405
-12% -$31.7K 0.03% 251
2023
Q2
$307K Buy
3,486
+425
+14% +$37.4K 0.04% 210
2023
Q1
$247K Buy
+3,061
New +$247K 0.03% 229
2022
Q3
Sell
-2,155
Closed -$193K 221
2022
Q2
$193K Sell
2,155
-473
-18% -$42.4K 0.03% 193
2022
Q1
$292K Buy
+2,628
New +$292K 0.05% 151
2021
Q4
Sell
-2,134
Closed -$267K 225
2021
Q3
$267K Buy
2,134
+171
+9% +$21.4K 0.06% 142
2021
Q2
$244K Buy
1,963
+123
+7% +$15.3K 0.06% 149
2021
Q1
$217K Buy
1,840
+88
+5% +$10.4K 0.06% 148
2020
Q4
$205K Buy
+1,752
New +$205K 0.07% 145