Sound Financial Strategies Group’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$764K Sell
2025
Q2
$748K Buy
2025
Q1
$741K Sell
2024
Q4
$828K Buy
2024
Q3
$811K Buy
2024
Q2
$690K Buy
2020
Q4
Sell
2020
Q3
$483K Sell
2020
Q2
$432K Sell
2020
Q1
$425K Sell
2019
Q4
$1.6M Buy