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Shum Financial Group’s Medtronic MDT Stock Holding History

Shum Financial Group’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$734K Sell
8,164
-589
-7% -$52.9K 0.63% 50
2024
Q4 		$703K Sell
8,753
-2,074
-19% -$167K 0.61% 52
2024
Q3 		$971K Buy
+10,827
New +$971K 0.81% 42