Wealth Architects’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,759
| Closed | -$518K | – | 234 |
|
|
2025
Q1 | $518K | Buy |
+5,759
| New | +$518K | 0.06% | 134 |
|
|
2022
Q2 | – | Sell |
-2,043
| Closed | -$227K | – | 195 |
|
|
2022
Q1 | $227K | Buy |
2,043
+52
| +3% | +$5.78K | 0.04% | 177 |
|
|
2021
Q4 | $206K | Buy |
1,991
+98
| +5% | +$10.1K | 0.04% | 186 |
|
|
2021
Q3 | $237K | Buy |
1,893
+92
| +5% | +$11.5K | 0.05% | 160 |
|
|
2021
Q2 | $224K | Buy |
+1,801
| New | +$224K | 0.04% | 165 |
|
|
2018
Q4 | – | Sell |
-2,205
| Closed | -$217K | – | 137 |
|
|
2018
Q3 | $217K | Buy |
+2,205
| New | +$217K | 0.07% | 127 |
|