Philip James Wealth Mangement’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 |
-2,822
| Closed | -$225K | – | 179 |
|
|
2024
Q4 | $225K | Sell |
2,822
-78
| -3% | -$6.23K | 0.03% | 160 |
|
|
2024
Q3 | $261K | Buy |
2,900
+279
| +11% | +$25.1K | 0.03% | 136 |
|
|
2024
Q2 | $206K | Buy |
2,621
+38
| +1% | +$2.99K | 0.14% | 73 |
|
|
2024
Q1 | $225K | Sell |
2,583
-1,489
| -37% | -$130K | 0.16% | 68 |
|
|
2023
Q4 | $335K | Buy |
+4,072
| New | +$335K | 0.26% | 49 |
|