World 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 | $13.6M | Buy |
156,107
+2,868
| +2% | +$250K | 0.31% | 67 |
|
2025
Q1 | $13.8M | Buy |
153,239
+12,234
| +9% | +$1.1M | 0.36% | 55 |
|
2024
Q4 | $11.3M | Buy |
141,005
+14,691
| +12% | +$1.17M | 0.31% | 66 |
|
2024
Q3 | $11.4M | Buy |
126,314
+85,947
| +213% | +$7.74M | 0.36% | 61 |
|
2024
Q2 | $3.18M | Buy |
+40,367
| New | +$3.18M | 0.2% | 106 |
|
2024
Q1 | – | Sell |
-4,040
| Closed | -$334K | – | 443 |
|
2023
Q4 | $334K | Buy |
4,040
+1,200
| +42% | +$99.3K | 0.04% | 285 |
|
2023
Q3 | $225K | Buy |
2,840
+343
| +14% | +$27.1K | 0.04% | 239 |
|
2023
Q2 | $222K | Buy |
+2,497
| New | +$222K | 0.04% | 233 |
|