Tempus Wealth Planning’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Hold |
2,840
| – | – | 0.06% | 231 |
|
|
2025
Q1 | $255K | Hold |
2,840
| – | – | 0.08% | 219 |
|
|
2024
Q4 | $227K | Sell |
2,840
-24
| -0.8% | -$1.92K | 0.07% | 223 |
|
|
2024
Q3 | $258K | Buy |
2,864
+78
| +3% | +$7.02K | 0.09% | 192 |
|
|
2024
Q2 | $219K | Buy |
+2,786
| New | +$219K | 0.09% | 182 |
|
|
2023
Q3 | – | Sell |
-2,833
| Closed | -$250K | – | 182 |
|
|
2023
Q2 | $250K | Sell |
2,833
-336
| -11% | -$29.6K | 0.11% | 156 |
|
|
2023
Q1 | $255K | Buy |
3,169
+580
| +22% | +$46.8K | 0.12% | 142 |
|
|
2022
Q4 | $201K | Buy |
+2,589
| New | +$201K | 0.12% | 171 |
|
|
2022
Q1 | – | Sell |
-2,400
| Closed | -$248K | – | 146 |
|
|
2021
Q4 | $248K | Buy |
2,400
+734
| +44% | +$75.8K | 0.13% | 132 |
|
|
2021
Q3 | $209K | Buy |
+1,666
| New | +$209K | 0.12% | 142 |
|