Summit Investment Advisory 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 | – | Sell |
-3,228
| Closed | -$290K | – | 88 |
|
|
2025
Q1 | $290K | Buy |
+3,228
| New | +$290K | 0.14% | 53 |
|
|
2024
Q4 | – | Sell |
-3,871
| Closed | -$348K | – | 73 |
|
|
2024
Q3 | $348K | Buy |
+3,871
| New | +$348K | 0.18% | 45 |
|
|
2024
Q2 | – | Sell |
-5,348
| Closed | -$466K | – | 75 |
|
|
2024
Q1 | $466K | Buy |
5,348
+776
| +17% | +$67.6K | 0.28% | 41 |
|
|
2023
Q4 | $377K | Buy |
4,572
+1,444
| +46% | +$119K | 0.24% | 43 |
|
|
2023
Q3 | $245K | Buy |
+3,128
| New | +$245K | 0.18% | 46 |
|