Retirement Planning Company of New England’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Sell
3,094
-35
-1% -$3.05K 0.12% 190
2025
Q1
$281K Buy
3,129
+140
+5% +$12.6K 0.14% 178
2024
Q4
$239K Buy
2,989
+139
+5% +$11.1K 0.12% 201
2024
Q3
$257K Buy
2,850
+42
+1% +$3.78K 0.13% 187
2024
Q2
$221K Buy
2,808
+105
+4% +$8.27K 0.12% 195
2024
Q1
$236K Sell
2,703
-172
-6% -$15K 0.13% 192
2023
Q4
$237K Buy
+2,875
New +$237K 0.11% 197
2023
Q3
Sell
-2,364
Closed -$208K 221
2023
Q2
$208K Buy
+2,364
New +$208K 0.12% 206
2022
Q3
Sell
-2,305
Closed -$206K 212
2022
Q2
$206K Buy
2,305
+7
+0.3% +$626 0.14% 195
2022
Q1
$255K Buy
2,298
+11
+0.5% +$1.22K 0.14% 189
2021
Q4
$236K Buy
+2,287
New +$236K 0.11% 190