Spartan Planning & Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,617
| Closed | -$235K | – | 84 |
|
|
2025
Q1 | $235K | Buy |
+2,617
| New | +$235K | 0.23% | 61 |
|
|
2023
Q4 | $67.2K | Buy |
816
+786
| +2,620% | +$64.8K | 0.07% | 121 |
|
|
2023
Q3 | $2.35K | Buy |
+30
| New | +$2.35K | ﹤0.01% | 111 |
|
|
2022
Q4 | $2.1K | Hold |
27
| – | – | ﹤0.01% | 126 |
|
|
2022
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 66 |
|
|
2022
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 82 |
|
|
2022
Q1 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 124 |
|