Worth Financial Advisory Group’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Buy |
7,804
+83
| +1% | +$7.24K | 0.42% | 56 |
|
|
2025
Q1 | $694K | Buy |
7,721
+4,521
| +141% | +$406K | 0.44% | 57 |
|
|
2024
Q4 | $273K | Buy |
+3,200
| New | +$273K | 0.17% | 125 |
|
|
2024
Q2 | – | Sell |
-5,454
| Closed | -$475K | – | 154 |
|
|
2024
Q1 | $475K | Buy |
5,454
+29
| +0.5% | +$2.53K | 0.33% | 79 |
|
|
2023
Q4 | $447K | Buy |
5,425
+335
| +7% | +$27.6K | 0.36% | 76 |
|
|
2023
Q3 | $399K | Buy |
5,090
+788
| +18% | +$61.7K | 0.36% | 80 |
|
|
2023
Q2 | $379K | Buy |
+4,302
| New | +$379K | 0.35% | 79 |
|