AO
Advisor OS’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
15,476
+564
| +4% | +$49.2K | 0.13% | 105 |
|
|
2025
Q1 | $1.34M | Buy |
14,912
+3,112
| +26% | +$280K | 0.15% | 92 |
|
|
2024
Q4 | $943K | Buy |
11,800
+7,118
| +152% | +$569K | 0.11% | 132 |
|
|
2024
Q3 | $422K | Buy |
4,682
+276
| +6% | +$24.8K | 0.04% | 270 |
|
|
2024
Q2 | $347K | Buy |
4,406
+225
| +5% | +$17.7K | 0.04% | 279 |
|
|
2024
Q1 | $364K | Buy |
4,181
+1,129
| +37% | +$98.4K | 0.04% | 278 |
|
|
2023
Q4 | $251K | Buy |
+3,052
| New | +$251K | 0.03% | 285 |
|
|
2022
Q1 | – | Sell |
-3,260
| Closed | -$337K | – | 230 |
|
|
2021
Q4 | $337K | Buy |
3,260
+7
| +0.2% | +$724 | 0.07% | 203 |
|
|
2021
Q3 | $408K | Buy |
3,253
+36
| +1% | +$4.52K | 0.09% | 173 |
|
|
2021
Q2 | $399K | Buy |
3,217
+73
| +2% | +$9.05K | 0.08% | 160 |
|
|
2021
Q1 | $371K | Buy |
+3,144
| New | +$371K | 0.08% | 140 |
|
|
2020
Q3 | – | Sell |
-5,215
| Closed | -$478K | – | 134 |
|
|
2020
Q2 | $478K | Buy |
+5,215
| New | +$478K | 0.29% | 71 |
|