Widmann Financial Services’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Buy |
4,392
+120
| +3% | +$10.5K | 0.27% | 72 |
|
|
2025
Q1 | $384K | Buy |
4,272
+465
| +12% | +$41.8K | 0.3% | 71 |
|
|
2024
Q4 | $304K | Buy |
3,807
+650
| +21% | +$51.9K | 0.24% | 77 |
|
|
2024
Q3 | $284K | Sell |
3,157
-192
| -6% | -$17.3K | 0.22% | 83 |
|
|
2024
Q2 | $264K | Buy |
3,349
+121
| +4% | +$9.52K | 0.21% | 81 |
|
|
2024
Q1 | $281K | Sell |
3,228
-70
| -2% | -$6.1K | 0.24% | 78 |
|
|
2023
Q4 | $272K | Sell |
3,298
-380
| -10% | -$31.3K | 0.24% | 76 |
|
|
2023
Q3 | $288K | Hold |
3,678
| – | – | 0.29% | 67 |
|
|
2023
Q2 | $324K | Buy |
3,678
+175
| +5% | +$15.4K | 0.31% | 62 |
|
|
2023
Q1 | $282K | Sell |
3,503
-100
| -3% | -$8.06K | 0.28% | 64 |
|
|
2022
Q4 | $280K | Hold |
3,603
| – | – | 0.29% | 63 |
|
|
2022
Q3 | $291K | Hold |
3,603
| – | – | 0.32% | 65 |
|
|
2022
Q2 | $323K | Hold |
3,603
| – | – | 0.33% | 64 |
|
|
2022
Q1 | $399K | Sell |
3,603
-59
| -2% | -$6.53K | 0.35% | 58 |
|
|
2021
Q4 | $378K | Buy |
+3,662
| New | +$378K | 0.31% | 59 |
|