Physician 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 | $160K | Sell |
1,834
-2
| -0.1% | -$174 | 0.03% | 213 |
|
|
2025
Q1 | $165K | Buy |
1,836
+41
| +2% | +$3.68K | 0.03% | 200 |
|
|
2024
Q4 | $143K | Buy |
+1,795
| New | +$143K | 0.02% | 215 |
|
|
2024
Q2 | – | Sell |
-3,042
| Closed | -$241K | – | 184 |
|
|
2024
Q1 | $241K | Buy |
3,042
+561
| +23% | +$44.5K | 0.05% | 143 |
|
|
2023
Q4 | $215K | Sell |
2,481
-445
| -15% | -$38.5K | 0.05% | 153 |
|
|
2023
Q3 | $220K | Sell |
2,926
-106
| -3% | -$7.96K | 0.06% | 135 |
|
|
2023
Q2 | $264K | Buy |
3,032
+650
| +27% | +$56.6K | 0.07% | 127 |
|
|
2023
Q1 | $202K | Buy |
+2,382
| New | +$202K | 0.05% | 148 |
|
|
2022
Q4 | – | Sell |
-2,455
| Closed | -$209K | – | 156 |
|
|
2022
Q3 | $209K | Hold |
2,455
| – | – | 0.06% | 139 |
|
|
2022
Q2 | $229K | Sell |
2,455
-294
| -11% | -$27.4K | 0.07% | 137 |
|
|
2022
Q1 | $291K | Sell |
2,749
-4
| -0.1% | -$423 | 0.08% | 123 |
|
|
2021
Q4 | $289K | Sell |
2,753
-5
| -0.2% | -$525 | 0.08% | 129 |
|
|
2021
Q3 | $352K | Buy |
2,758
+41
| +2% | +$5.23K | 0.1% | 104 |
|
|
2021
Q2 | $345K | Buy |
2,717
+6
| +0.2% | +$762 | 0.1% | 107 |
|
|
2021
Q1 | $326K | Hold |
2,711
| – | – | 0.11% | 103 |
|
|
2020
Q4 | $313K | Sell |
2,711
-119
| -4% | -$13.7K | 0.11% | 104 |
|
|
2020
Q3 | $290K | Buy |
2,830
+3
| +0.1% | +$307 | 0.12% | 102 |
|
|
2020
Q2 | $284K | Buy |
2,827
+598
| +27% | +$60.1K | 0.11% | 107 |
|
|
2020
Q1 | $214K | Sell |
2,229
-1,114
| -33% | -$107K | 0.11% | 99 |
|
|
2019
Q4 | $395K | Buy |
3,343
+31
| +0.9% | +$3.66K | 0.18% | 68 |
|
|
2019
Q3 | $370K | Buy |
+3,312
| New | +$370K | 0.18% | 69 |
|