SFMG 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 | $4.31M | Buy |
49,464
+927
| +2% | +$80.8K | 0.32% | 43 |
|
|
2025
Q1 | $4.36M | Buy |
48,537
+1,792
| +4% | +$161K | 0.34% | 41 |
|
|
2024
Q4 | $3.73M | Sell |
46,745
-374
| -0.8% | -$29.9K | 0.29% | 46 |
|
|
2024
Q3 | $4.24M | Sell |
47,119
-496
| -1% | -$44.7K | 0.34% | 38 |
|
|
2024
Q2 | $3.75M | Buy |
47,615
+1,708
| +4% | +$134K | 0.33% | 42 |
|
|
2024
Q1 | $4M | Buy |
45,907
+1,465
| +3% | +$128K | 0.34% | 43 |
|
|
2023
Q4 | $3.66M | Buy |
44,442
+2,382
| +6% | +$196K | 0.34% | 41 |
|
|
2023
Q3 | $3.3M | Buy |
42,060
+2,852
| +7% | +$223K | 0.34% | 40 |
|
|
2023
Q2 | $3.45M | Buy |
39,208
+3,152
| +9% | +$278K | 0.36% | 38 |
|
|
2023
Q1 | $2.91M | Buy |
36,056
+2,952
| +9% | +$238K | 0.31% | 46 |
|
|
2022
Q4 | $2.57M | Buy |
+33,104
| New | +$2.57M | 0.29% | 51 |
|