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