San Luis 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
Q1 | – | Sell |
-9,108
| Closed | -$728K | – | 151 |
|
|
2024
Q4 | $728K | Buy |
9,108
+1,692
| +23% | +$135K | 0.14% | 81 |
|
|
2024
Q3 | $668K | Buy |
7,416
+4,146
| +127% | +$373K | 0.14% | 82 |
|
|
2024
Q2 | $257K | Buy |
+3,270
| New | +$257K | 0.06% | 115 |
|
|
2023
Q2 | – | Sell |
-13,520
| Closed | -$1.09M | – | 176 |
|
|
2023
Q1 | $1.09M | Sell |
13,520
-18,664
| -58% | -$1.5M | 0.42% | 66 |
|
|
2022
Q4 | $2.5M | Buy |
32,184
+6,154
| +24% | +$478K | 2.33% | 12 |
|
|
2022
Q3 | $2.1M | Buy |
26,030
+8,107
| +45% | +$655K | 2.2% | 10 |
|
|
2022
Q2 | $1.61M | Buy |
17,923
+10,630
| +146% | +$954K | 1.85% | 14 |
|
|
2022
Q1 | $754K | Hold |
7,293
| – | – | 0.37% | 61 |
|
|
2021
Q4 | $754K | Sell |
7,293
-5,987
| -45% | -$619K | 0.77% | 33 |
|
|
2021
Q3 | $1.67M | Buy |
+13,280
| New | +$1.67M | 0.93% | 27 |
|
|
2020
Q4 | $592K | Buy |
+5,056
| New | +$592K | 0.38% | 68 |
|