Wetzel Investment Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
2,912
-564
| -16% | -$49.6K | 0.12% | 104 |
|
|
2025
Q1 | $315K | Buy |
3,476
+25
| +0.7% | +$2.26K | 0.16% | 93 |
|
|
2024
Q4 | $278K | Buy |
3,451
+7
| +0.2% | +$564 | 0.14% | 103 |
|
|
2024
Q3 | $312K | Buy |
3,444
+293
| +9% | +$26.6K | 0.16% | 90 |
|
|
2024
Q2 | $275K | Sell |
3,151
-274
| -8% | -$23.9K | 0.16% | 93 |
|
|
2024
Q1 | $271K | Sell |
3,425
-2
| -0.1% | -$158 | 0.16% | 93 |
|
|
2023
Q4 | $282K | Buy |
+3,427
| New | +$282K | 0.17% | 89 |
|