SS&H Financial Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Buy |
5,456
+700
| +15% | +$61K | 0.16% | 92 |
|
|
2025
Q1 | $427K | Hold |
4,756
| – | – | 0.16% | 93 |
|
|
2024
Q4 | $380K | Hold |
4,756
| – | – | 0.14% | 103 |
|
|
2024
Q3 | $428K | Hold |
4,756
| – | – | 0.16% | 100 |
|
|
2024
Q2 | $374K | Hold |
4,756
| – | – | 0.15% | 106 |
|
|
2024
Q1 | $414K | Hold |
4,756
| – | – | 0.17% | 96 |
|
|
2023
Q4 | $392K | Buy |
4,756
+2,000
| +73% | +$165K | 0.17% | 99 |
|
|
2023
Q3 | $216K | Buy |
+2,756
| New | +$216K | 0.1% | 114 |
|
|
2022
Q3 | – | Sell |
-2,300
| Closed | -$206K | – | 117 |
|
|
2022
Q2 | $206K | Sell |
2,300
-400
| -15% | -$35.8K | 0.1% | 120 |
|
|
2022
Q1 | $300K | Buy |
+2,700
| New | +$300K | 0.12% | 120 |
|