AWA
Aaron Wealth Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Buy |
8,045
+302
| +4% | +$26.3K | 0.07% | 174 |
|
|
2025
Q1 | $696K | Buy |
7,743
+865
| +13% | +$77.7K | 0.08% | 161 |
|
|
2024
Q4 | $549K | Buy |
6,878
+305
| +5% | +$24.4K | 0.06% | 186 |
|
|
2024
Q3 | $592K | Buy |
6,573
+2,720
| +71% | +$245K | 0.07% | 172 |
|
|
2024
Q2 | $303K | Buy |
3,853
+1,123
| +41% | +$88.4K | 0.04% | 239 |
|
|
2024
Q1 | $238K | Buy |
+2,730
| New | +$238K | 0.03% | 260 |
|
|
2023
Q4 | – | Sell |
-2,716
| Closed | -$213K | – | 274 |
|
|
2023
Q3 | $213K | Sell |
2,716
-20,469
| -88% | -$1.6M | 0.03% | 240 |
|
|
2023
Q2 | $2.04M | Buy |
23,185
+145
| +0.6% | +$12.8K | 0.27% | 62 |
|
|
2023
Q1 | $1.86M | Sell |
23,040
-8,425
| -27% | -$679K | 0.26% | 63 |
|
|
2022
Q4 | $2.45M | Sell |
31,465
-400
| -1% | -$31.1K | 0.36% | 52 |
|
|
2022
Q3 | $2.57M | Buy |
31,865
+21,117
| +196% | +$1.71M | 0.47% | 44 |
|
|
2022
Q2 | $964K | Sell |
10,748
-1,210,811
| -99% | -$109M | 0.24% | 64 |
|
|
2022
Q1 | $11M | Buy |
1,221,559
+1,210,432
| +10,878% | +$10.9M | 0.15% | 69 |
|
|
2021
Q4 | $1.15M | Buy |
11,127
+191
| +2% | +$19.8K | 0.32% | 46 |
|
|
2021
Q3 | $1.37M | Buy |
10,936
+166
| +2% | +$20.8K | 0.39% | 37 |
|
|
2021
Q2 | $1.34M | Buy |
10,770
+231
| +2% | +$28.7K | 0.44% | 38 |
|
|
2021
Q1 | $1.24M | Sell |
10,539
-37
| -0.3% | -$4.37K | 0.46% | 39 |
|
|
2020
Q4 | $1.24M | Buy |
+10,576
| New | +$1.24M | 0.45% | 43 |
|