Wallace Advisory Group’s Medtronic MDT Stock Holding History

Wallace Advisory Group’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$274K	Sell
2025 Q1	$655K	Buy
2024 Q4	$734K	Buy
2024 Q3	$569K	Sell
2024 Q2	$580K	Buy
2024 Q1	$300K	Sell
2023 Q4	$499K	Buy
2023 Q3	$431K	Buy
2023 Q2	$330K	Hold
2023 Q1	$330K	Buy