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Whipplewood Advisors’s Medtronic MDT Stock Holding History

Whipplewood Advisors’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$127K Buy
1,452
+150
+12% +$13.1K 0.07% 209
2025
Q1 		$139K Sell
1,302
-194
-13% -$20.8K 0.08% 188
2024
Q4 		$120K Buy
+1,496
New +$120K 0.07% 214