SAM
Synergy Asset Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
128,899
+30,585
| +31% | +$2.67M | 1.29% | 21 |
|
|
2025
Q1 | $8.83M | Sell |
98,314
-129,488
| -57% | -$11.6M | 1.11% | 24 |
|
|
2024
Q4 | $19.4M | Buy |
227,802
+117,809
| +107% | +$10M | 1.5% | 16 |
|
|
2024
Q3 | $9.9M | Buy |
109,993
+60,865
| +124% | +$5.48M | 1.51% | 15 |
|
|
2024
Q2 | $3.87M | Buy |
+49,128
| New | +$3.87M | 0.61% | 41 |
|
|
2024
Q1 | – | Sell |
-39,888
| Closed | -$3.29M | – | 155 |
|
|
2023
Q4 | $3.29M | Buy |
+39,888
| New | +$3.29M | 0.59% | 45 |
|
|
2023
Q2 | – | Sell |
-35,693
| Closed | -$2.88M | – | 114 |
|
|
2023
Q1 | $2.88M | Sell |
35,693
-350
| -1% | -$28.2K | 0.69% | 44 |
|
|
2022
Q4 | $2.8M | Buy |
+36,043
| New | +$2.8M | 0.72% | 42 |
|
|
2022
Q2 | – | Sell |
-30,517
| Closed | -$3.39M | – | 117 |
|
|
2022
Q1 | $3.39M | Buy |
+30,517
| New | +$3.39M | 0.82% | 38 |
|