Summit Financial Strategies’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$215K Buy
2025
Q1
$218K Sell
2024
Q4
$221K Buy
2024
Q3
$248K Sell
2024
Q2
$235K Sell
2024
Q1
$286K Sell
2023
Q4
$300K Hold
2023
Q3
$286K Buy
2023
Q2
$312K Buy
2023
Q1
$285K Buy
2022
Q4
$267K Hold
2022
Q3
$278K Hold
2022
Q2
$309K Sell
2022
Q1
$393K Buy
2021
Q4
$356K Hold
2021
Q3
$431K Buy
2021
Q2
$405K Buy
2018
Q1
Sell
2017
Q4
$317K Buy