Zimmermann Investment Management & Planning’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,019
Closed -$452K 82
2024
Q3
$452K Sell
5,019
-118
-2% -$10.6K 0.14% 89
2024
Q2
$404K Buy
5,137
+437
+9% +$34.4K 0.14% 91
2024
Q1
$410K Buy
4,700
+1,570
+50% +$137K 0.15% 95
2023
Q4
$258K Buy
+3,130
New +$258K 0.11% 106