Stone Summit Wealth’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Sell
16,694
-905
-5% -$78.9K 0.45% 60
2025
Q1
$1.58M Buy
17,599
+2,580
+17% +$232K 0.54% 58
2024
Q4
$1.2M Sell
15,019
-1,815
-11% -$145K 0.4% 65
2024
Q3
$1.52M Sell
16,834
-222
-1% -$20K 0.49% 62
2024
Q2
$1.34M Sell
17,056
-1,970
-10% -$155K 0.48% 60
2024
Q1
$1.66M Buy
19,026
+1,490
+8% +$130K 0.58% 58
2023
Q4
$1.44M Sell
17,536
-10,564
-38% -$870K 0.55% 59
2023
Q3
$2.2M Sell
28,100
-1,660
-6% -$130K 0.94% 35
2023
Q2
$2.62M Buy
29,760
+370
+1% +$32.6K 1.09% 28
2023
Q1
$2.37M Buy
29,390
+1,264
+4% +$102K 1.05% 31
2022
Q4
$2.19M Buy
28,126
+889
+3% +$69.1K 1.07% 28
2022
Q3
$2.2M Buy
27,237
+1,505
+6% +$122K 1.35% 20
2022
Q2
$2.31M Buy
25,732
+1,242
+5% +$111K 1.38% 17
2022
Q1
$2.77M Buy
24,490
+8,515
+53% +$961K 1.55% 17
2021
Q4
$1.65M Buy
+15,975
New +$1.65M 1.34% 29