1WA
180 Wealth Advisors’s Medtronic MDT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.3M | Buy |
37,821
+787
| +2% | +$68.6K | 0.46% | 53 |
|
2025
Q1 | $3.33M | Buy |
37,034
+1,208
| +3% | +$109K | 0.53% | 43 |
|
2024
Q4 | $2.86M | Buy |
35,826
+2,641
| +8% | +$211K | 0.45% | 52 |
|
2024
Q3 | $2.99M | Buy |
33,185
+1,136
| +4% | +$102K | 0.47% | 51 |
|
2024
Q2 | $2.5M | Buy |
32,049
+2,187
| +7% | +$171K | 0.41% | 65 |
|
2024
Q1 | $2.6M | Buy |
29,862
+2,216
| +8% | +$193K | 0.47% | 55 |
|
2023
Q4 | $2.29M | Buy |
27,646
+1,281
| +5% | +$106K | 0.46% | 58 |
|
2023
Q3 | $2.07M | Buy |
26,365
+2,152
| +9% | +$169K | 0.47% | 60 |
|
2023
Q2 | $2.11M | Buy |
24,213
+1,296
| +6% | +$113K | 0.46% | 58 |
|
2023
Q1 | $1.85M | Sell |
22,917
-926
| -4% | -$74.7K | 0.43% | 66 |
|
2022
Q4 | $1.95M | Sell |
23,843
-281
| -1% | -$23K | 0.46% | 65 |
|
2022
Q3 | $1.95M | Sell |
24,124
-871
| -3% | -$70.3K | 0.54% | 53 |
|
2022
Q2 | $2.28M | Buy |
24,995
+503
| +2% | +$46K | 0.58% | 43 |
|
2022
Q1 | $2.7M | Buy |
24,492
+760
| +3% | +$83.8K | 0.59% | 42 |
|
2021
Q4 | $2.51M | Buy |
23,732
+1,396
| +6% | +$147K | 0.56% | 44 |
|
2021
Q3 | $2.85M | Buy |
22,336
+295
| +1% | +$37.7K | 0.63% | 33 |
|
2021
Q2 | $2.76M | Buy |
22,041
+518
| +2% | +$64.9K | 0.63% | 32 |
|
2021
Q1 | $2.74M | Buy |
21,523
+1,371
| +7% | +$175K | 0.68% | 32 |
|
2020
Q4 | $2.38M | Buy |
20,152
+1,590
| +9% | +$188K | 0.69% | 30 |
|
2020
Q3 | $2.03M | Buy |
18,562
+551
| +3% | +$60.1K | 0.76% | 28 |
|
2020
Q2 | $1.78M | Buy |
18,011
+563
| +3% | +$55.5K | 0.71% | 30 |
|
2020
Q1 | $1.5M | Buy |
17,448
+1,561
| +10% | +$134K | 0.78% | 27 |
|
2019
Q4 | $1.86M | Buy |
15,887
+2,825
| +22% | +$331K | 0.74% | 28 |
|
2019
Q3 | $1.41M | Buy |
13,062
+3,419
| +35% | +$368K | 0.62% | 37 |
|
2019
Q2 | $987K | Hold |
9,643
| – | – | 0.44% | 61 |
|
2019
Q1 | $861K | Buy |
9,643
+452
| +5% | +$40.4K | 0.39% | 69 |
|
2018
Q4 | $904K | Hold |
9,191
| – | – | 0.42% | 65 |
|
2018
Q3 | $904K | Buy |
9,191
+2,096
| +30% | +$206K | 0.42% | 67 |
|
2018
Q2 | $607K | Sell |
7,095
-151
| -2% | -$12.9K | 0.3% | 98 |
|
2018
Q1 | $582K | Buy |
7,246
+239
| +3% | +$19.2K | 0.3% | 102 |
|
2017
Q4 | $566K | Buy |
+7,007
| New | +$566K | 0.29% | 101 |
|