Stiles Financial Services’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$321K Buy
3,679
+15
+0.4% +$1.31K 0.11% 141
2025
Q1
$329K Sell
3,664
-75
-2% -$6.74K 0.13% 131
2024
Q4
$299K Sell
3,739
-152
-4% -$12.2K 0.11% 147
2024
Q3
$350K Buy
3,891
+3
+0.1% +$270 0.12% 136
2024
Q2
$306K Sell
3,888
-1,291
-25% -$102K 0.12% 140
2024
Q1
$451K Sell
5,179
-501
-9% -$43.7K 0.18% 114
2023
Q4
$468K Sell
5,680
-7,231
-56% -$595K 0.21% 107
2023
Q3
$1.01M Sell
12,911
-2,164
-14% -$170K 0.52% 61
2023
Q2
$1.33M Sell
15,075
-145
-1% -$12.8K 0.66% 51
2023
Q1
$1.23M Buy
15,220
+238
+2% +$19.2K 0.66% 50
2022
Q4
$1.16M Buy
14,982
+1,247
+9% +$96.9K 0.67% 49
2022
Q3
$1.11M Sell
13,735
-1,266
-8% -$102K 0.67% 45
2022
Q2
$1.35M Sell
15,001
-134
-0.9% -$12K 0.81% 37
2022
Q1
$1.68M Buy
15,135
+732
+5% +$81.2K 0.84% 34
2021
Q4
$1.52M Buy
+14,403
New +$1.52M 0.73% 42