WealthPlan Investment Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,127
| Closed | -$250K | – | 278 |
|
|
2024
Q4 | $250K | Sell |
3,127
-333
| -10% | -$26.6K | 0.02% | 235 |
|
|
2024
Q3 | $312K | Buy |
3,460
+697
| +25% | +$62.8K | 0.03% | 203 |
|
|
2024
Q2 | $217K | Sell |
2,763
-158
| -5% | -$12.4K | 0.03% | 175 |
|
|
2024
Q1 | $255K | Sell |
2,921
-209
| -7% | -$18.2K | 0.04% | 166 |
|
|
2023
Q4 | $258K | Sell |
3,130
-4,827
| -61% | -$398K | 0.04% | 167 |
|
|
2023
Q3 | $624K | Buy |
7,957
+3,019
| +61% | +$237K | 0.11% | 106 |
|
|
2023
Q2 | $435K | Sell |
4,938
-14,247
| -74% | -$1.26M | 0.13% | 98 |
|
|
2023
Q1 | $1.55M | Sell |
19,185
-26,401
| -58% | -$2.13M | 0.27% | 75 |
|
|
2022
Q4 | $3.85M | Sell |
45,586
-141,032
| -76% | -$11.9M | 0.27% | 80 |
|
|
2022
Q3 | $14.4M | Buy |
+186,618
| New | +$14.4M | 1.05% | 33 |
|
|
2022
Q1 | $17.7M | Buy |
+169,287
| New | +$17.7M | 1.23% | 16 |
|