SOA Wealth Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.7K | Buy |
777
+574
| +283% | +$50K | 0.01% | 317 |
|
|
2025
Q1 | $18.2K | Hold |
203
| – | – | ﹤0.01% | 488 |
|
|
2024
Q4 | $16.2K | Hold |
203
| – | – | ﹤0.01% | 485 |
|
|
2024
Q3 | $18.3K | Hold |
203
| – | – | ﹤0.01% | 459 |
|
|
2024
Q2 | $16K | Sell |
203
-3
| -1% | -$236 | ﹤0.01% | 472 |
|
|
2024
Q1 | $18K | Hold |
206
| – | – | ﹤0.01% | 457 |
|
|
2023
Q4 | $17K | Hold |
206
| – | – | ﹤0.01% | 452 |
|
|
2023
Q3 | $16.1K | Hold |
206
| – | – | ﹤0.01% | 458 |
|
|
2023
Q2 | $18.1K | Hold |
206
| – | – | ﹤0.01% | 447 |
|
|
2023
Q1 | $16.6K | Hold |
206
| – | – | ﹤0.01% | 454 |
|
|
2022
Q4 | $16K | Sell |
206
-1
| -0.5% | -$78 | ﹤0.01% | 445 |
|
|
2022
Q3 | $16K | Sell |
207
-8
| -4% | -$618 | ﹤0.01% | 431 |
|
|
2022
Q2 | $19K | Sell |
215
-333
| -61% | -$29.4K | 0.01% | 392 |
|
|
2022
Q1 | $60K | Hold |
548
| – | – | 0.01% | 283 |
|
|
2021
Q4 | $57K | Hold |
548
| – | – | 0.01% | 281 |
|
|
2021
Q3 | $68K | Buy |
548
+47
| +9% | +$5.83K | 0.02% | 272 |
|
|
2021
Q2 | $62K | Buy |
501
+45
| +10% | +$5.57K | 0.02% | 281 |
|
|
2021
Q1 | $53K | Buy |
456
+96
| +27% | +$11.2K | 0.01% | 265 |
|
|
2020
Q4 | $42K | Buy |
+360
| New | +$42K | 0.01% | 284 |
|