Principia Wealth Advisory’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Buy
1,357
+13
+1% +$1.13K 0.1% 83
2025
Q1
$115K Buy
1,344
+27
+2% +$2.3K 0.11% 64
2024
Q4
$105K Buy
+1,317
New +$105K 0.1% 64