Sound Financial Strategies Group’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Buy |
8,580
+338
| +4% | +$29.5K | 0.63% | 55 |
|
|
2025
Q1 | $741K | Sell |
8,242
-2,125
| -20% | -$191K | 0.66% | 54 |
|
|
2024
Q4 | $828K | Buy |
10,367
+1,360
| +15% | +$109K | 0.69% | 46 |
|
|
2024
Q3 | $811K | Buy |
9,007
+236
| +3% | +$21.2K | 0.65% | 36 |
|
|
2024
Q2 | $690K | Buy |
+8,771
| New | +$690K | 0.6% | 40 |
|
|
2020
Q4 | – | Sell |
-4,643
| Closed | -$483K | – | 100 |
|
|
2020
Q3 | $483K | Sell |
4,643
-71
| -2% | -$7.39K | 0.31% | 36 |
|
|
2020
Q2 | $432K | Sell |
4,714
-1
| -0% | -$92 | 0.28% | 45 |
|
|
2020
Q1 | $425K | Sell |
4,715
-9,359
| -66% | -$844K | 0.29% | 32 |
|
|
2019
Q4 | $1.6M | Buy |
+14,074
| New | +$1.6M | 1.01% | 28 |
|