9WM
9258 Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $351K | Hold |
3,901
| – | – | 0.05% | 250 |
|
|
2024
Q2 | $307K | Sell |
3,901
-110
| -3% | -$8.66K | 0.05% | 262 |
|
|
2024
Q1 | $350K | Hold |
4,011
| – | – | 0.05% | 242 |
|
|
2023
Q4 | $330K | Buy |
4,011
+26
| +0.7% | +$2.14K | 0.06% | 240 |
|
|
2023
Q3 | $312K | Buy |
3,985
+20
| +0.5% | +$1.57K | 0.06% | 238 |
|
|
2023
Q2 | $349K | Sell |
3,965
-45
| -1% | -$3.97K | 0.07% | 235 |
|
|
2023
Q1 | $323K | Buy |
4,010
+284
| +8% | +$22.9K | 0.07% | 241 |
|
|
2022
Q4 | $290K | Sell |
3,726
-256
| -6% | -$19.9K | 0.06% | 259 |
|
|
2022
Q3 | $322K | Sell |
3,982
-745
| -16% | -$60.2K | 0.08% | 227 |
|
|
2022
Q2 | $424K | Sell |
4,727
-165
| -3% | -$14.8K | 0.11% | 196 |
|
|
2022
Q1 | $543K | Sell |
4,892
-1,837
| -27% | -$204K | 0.13% | 179 |
|
|
2021
Q4 | $696K | Buy |
6,729
+165
| +3% | +$17.1K | 0.16% | 144 |
|
|
2021
Q3 | $823K | Buy |
6,564
+427
| +7% | +$53.5K | 0.22% | 112 |
|
|
2021
Q2 | $762K | Sell |
6,137
-238
| -4% | -$29.6K | 0.21% | 124 |
|
|
2021
Q1 | $753K | Buy |
6,375
+1,048
| +20% | +$124K | 0.23% | 112 |
|
|
2020
Q4 | $624K | Sell |
5,327
-204
| -4% | -$23.9K | 0.2% | 125 |
|
|
2020
Q3 | $556K | Sell |
5,531
-143
| -3% | -$14.4K | 0.21% | 124 |
|
|
2020
Q2 | $520K | Buy |
5,674
+21
| +0.4% | +$1.93K | 0.21% | 132 |
|
|
2020
Q1 | $570K | Buy |
5,653
+65
| +1% | +$6.55K | 0.25% | 113 |
|
|
2019
Q4 | $634K | Buy |
5,588
+880
| +19% | +$99.8K | 0.23% | 122 |
|
|
2019
Q3 | $511K | Buy |
4,708
+1,082
| +30% | +$117K | 0.4% | 84 |
|
|
2019
Q2 | $353K | Buy |
3,626
+24
| +0.7% | +$2.34K | 0.28% | 115 |
|
|
2019
Q1 | $328K | Buy |
3,602
+254
| +8% | +$23.1K | 0.28% | 114 |
|
|
2018
Q4 | $305K | Buy |
+3,348
| New | +$305K | 0.29% | 113 |
|