Wallace Advisory 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 | $274K | Sell |
3,045
-5,159
| -63% | -$464K | 0.2% | 144 |
|
|
2025
Q1 | $655K | Buy |
8,204
+47
| +0.6% | +$3.75K | 0.45% | 58 |
|
|
2024
Q4 | $734K | Buy |
8,157
+933
| +13% | +$84K | 0.51% | 52 |
|
|
2024
Q3 | $569K | Sell |
7,224
-145
| -2% | -$11.4K | 0.42% | 56 |
|
|
2024
Q2 | $580K | Buy |
7,369
+3,729
| +102% | +$294K | 0.42% | 56 |
|
|
2024
Q1 | $300K | Sell |
3,640
-2,724
| -43% | -$224K | 0.23% | 120 |
|
|
2023
Q4 | $499K | Buy |
6,364
+1,475
| +30% | +$116K | 0.39% | 63 |
|
|
2023
Q3 | $431K | Buy |
4,889
+792
| +19% | +$69.8K | 0.31% | 85 |
|
|
2023
Q2 | $330K | Hold |
4,097
| – | – | 0.25% | 106 |
|
|
2023
Q1 | $330K | Buy |
+4,097
| New | +$330K | 0.25% | 106 |
|