Talisman Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $242K | Buy |
+2,778
| New | +$242K | 0.22% | 94 |
|
2024
Q1 | – | Sell |
-2,520
| Closed | -$208K | – | 91 |
|
2023
Q4 | $208K | Sell |
2,520
-252
| -9% | -$20.8K | 0.31% | 83 |
|
2023
Q3 | $217K | Buy |
2,772
+88
| +3% | +$6.9K | 0.38% | 79 |
|
2023
Q2 | $236K | Sell |
2,684
-279
| -9% | -$24.6K | 0.4% | 76 |
|
2023
Q1 | $239K | Buy |
+2,963
| New | +$239K | 0.43% | 75 |
|