Phillips Wealth Planners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Sell |
7,131
-192
| -3% | -$17K | 0.57% | 55 |
|
|
2025
Q1 | $607K | Buy |
7,323
+1,586
| +28% | +$131K | 0.64% | 50 |
|
|
2024
Q4 | $463K | Sell |
5,737
-1,248
| -18% | -$101K | 0.46% | 72 |
|
|
2024
Q3 | $629K | Sell |
6,985
-103
| -1% | -$9.27K | 0.6% | 46 |
|
|
2024
Q2 | $546K | Sell |
7,088
-42
| -0.6% | -$3.24K | 0.58% | 53 |
|
|
2024
Q1 | $565K | Buy |
7,130
+68
| +1% | +$5.39K | 0.65% | 42 |
|
|
2023
Q4 | $609K | Sell |
7,062
-1,735
| -20% | -$150K | 0.73% | 38 |
|
|
2023
Q3 | $636K | Buy |
8,797
+304
| +4% | +$22K | 0.86% | 36 |
|
|
2023
Q2 | $748K | Buy |
8,493
+1,703
| +25% | +$150K | 0.98% | 28 |
|
|
2023
Q1 | $616K | Buy |
+6,790
| New | +$616K | 0.81% | 41 |
|