Provenance 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 | $34.4K | Sell |
395
-1,630
| -80% | -$142K | ﹤0.01% | 234 |
|
|
2025
Q1 | $182K | Sell |
2,025
-1,835
| -48% | -$165K | 0.03% | 139 |
|
|
2024
Q4 | $308K | Sell |
3,860
-9,510
| -71% | -$760K | 0.04% | 118 |
|
|
2024
Q3 | $1.2M | Buy |
13,370
+260
| +2% | +$23.4K | 0.15% | 56 |
|
|
2024
Q2 | $1.03M | Sell |
13,110
-39
| -0.3% | -$3.07K | 0.14% | 62 |
|
|
2024
Q1 | $1.15M | Buy |
13,149
+515
| +4% | +$44.9K | 0.16% | 54 |
|
|
2023
Q4 | $1.04M | Buy |
12,634
+655
| +5% | +$54K | 0.14% | 61 |
|
|
2023
Q3 | $939K | Buy |
+11,979
| New | +$939K | 0.15% | 55 |
|