United Advisor Group’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Sell
2,915
-139
-5% -$12.1K 0.04% 340
2025
Q1
$274K Sell
3,054
-4,082
-57% -$367K 0.06% 289
2024
Q4
$570K Buy
7,136
+623
+10% +$49.8K 0.11% 178
2024
Q3
$586K Buy
6,513
+2,141
+49% +$193K 0.13% 160
2024
Q2
$344K Buy
4,372
+1,268
+41% +$99.8K 0.11% 183
2024
Q1
$271K Buy
+3,104
New +$271K 0.1% 175