Phoenix 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
Q2 | $2.38M | Sell |
27,252
-1,072
| -4% | -$93.4K | 0.99% | 34 |
|
|
2025
Q1 | $2.55M | Sell |
28,324
-279
| -1% | -$25.1K | 1.11% | 30 |
|
|
2024
Q4 | $2.28M | Sell |
28,603
-1,274
| -4% | -$102K | 0.99% | 34 |
|
|
2024
Q3 | $2.69M | Sell |
29,877
-293
| -1% | -$26.4K | 1.25% | 27 |
|
|
2024
Q2 | $2.37M | Buy |
30,170
+362
| +1% | +$28.5K | 1.19% | 27 |
|
|
2024
Q1 | $2.6M | Buy |
29,808
+792
| +3% | +$69K | 1.58% | 25 |
|
|
2023
Q4 | $2.4M | Sell |
29,016
-2,176
| -7% | -$180K | 1.67% | 24 |
|
|
2023
Q3 | $2.44M | Buy |
31,192
+803
| +3% | +$62.9K | 1.44% | 17 |
|
|
2023
Q2 | $2.68M | Sell |
30,389
-490
| -2% | -$43.2K | 1.56% | 15 |
|
|
2023
Q1 | $2.49M | Buy |
+30,879
| New | +$2.49M | 1.54% | 19 |
|
|
2022
Q3 | – | Sell |
-8,179
| Closed | -$734K | – | 117 |
|
|
2022
Q2 | $734K | Buy |
+8,179
| New | +$734K | 0.72% | 34 |
|
|
2022
Q1 | – | Sell |
-5,301
| Closed | -$548K | – | 116 |
|
|
2021
Q4 | $548K | Buy |
5,301
+2,581
| +95% | +$267K | 0.41% | 58 |
|
|
2021
Q3 | $341K | Buy |
2,720
+85
| +3% | +$10.7K | 0.25% | 82 |
|
|
2021
Q2 | $335K | Buy |
2,635
+212
| +9% | +$27K | 0.24% | 88 |
|
|
2021
Q1 | $286K | Buy |
2,423
+546
| +29% | +$64.4K | 0.22% | 85 |
|
|
2020
Q4 | $220K | Buy |
+1,877
| New | +$220K | 0.17% | 104 |
|