Triad Wealth Partners’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 | Sell |
2,773
-362
| -12% | -$31.6K | 0.05% | 250 |
|
|
2025
Q1 | $282K | Buy |
3,135
+362
| +13% | +$32.5K | 0.09% | 172 |
|
|
2024
Q4 | $221K | Buy |
+2,773
| New | +$221K | 0.08% | 166 |
|
|
2024
Q3 | – | Sell |
-2,290
| Closed | -$180K | – | 556 |
|
|
2024
Q2 | $180K | Buy |
+2,290
| New | +$180K | 0.09% | 103 |
|