Poinciana Advisors Group’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$371K Hold
4,261
0.33% 52
2025
Q1
$383K Sell
4,261
-13
-0.3% -$1.17K 0.4% 37
2024
Q4
$341K Buy
+4,274
New +$341K 0.35% 46