AOWM
Alpha Omega Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Hold |
3,106
| – | – | 0.05% | 182 |
|
|
2025
Q1 | $279K | Sell |
3,106
-289
| -9% | -$26K | 0.05% | 177 |
|
|
2024
Q4 | $271K | Hold |
3,395
| – | – | 0.05% | 176 |
|
|
2024
Q3 | $306K | Sell |
3,395
-44
| -1% | -$3.96K | 0.06% | 174 |
|
|
2024
Q2 | $271K | Sell |
3,439
-1,267
| -27% | -$99.7K | 0.05% | 177 |
|
|
2024
Q1 | $410K | Hold |
4,706
| – | – | 0.08% | 158 |
|
|
2023
Q4 | $388K | Hold |
4,706
| – | – | 0.06% | 158 |
|
|
2023
Q3 | $369K | Sell |
4,706
-160
| -3% | -$12.5K | 0.06% | 157 |
|
|
2023
Q2 | $429K | Sell |
4,866
-25
| -0.5% | -$2.2K | 0.07% | 147 |
|
|
2023
Q1 | $394K | Sell |
4,891
-1,153
| -19% | -$93K | 0.07% | 152 |
|
|
2022
Q4 | $470K | Sell |
6,044
-425
| -7% | -$33K | 0.08% | 149 |
|
|
2022
Q3 | $522K | Buy |
6,469
+25
| +0.4% | +$2.02K | 0.1% | 135 |
|
|
2022
Q2 | $578K | Sell |
6,444
-816
| -11% | -$73.2K | 0.1% | 130 |
|
|
2022
Q1 | $805K | Sell |
7,260
-94
| -1% | -$10.4K | 0.13% | 126 |
|
|
2021
Q4 | $800K | Buy |
7,354
+27
| +0.4% | +$2.94K | 0.12% | 130 |
|
|
2021
Q3 | $918K | Sell |
7,327
-280
| -4% | -$35.1K | 0.15% | 115 |
|
|
2021
Q2 | $944K | Sell |
7,607
-100
| -1% | -$12.4K | 0.15% | 111 |
|
|
2021
Q1 | $910K | Sell |
7,707
-59
| -0.8% | -$6.97K | 0.16% | 110 |
|
|
2020
Q4 | $910K | Sell |
7,766
-53
| -0.7% | -$6.21K | 0.15% | 105 |
|
|
2020
Q3 | $813K | Buy |
7,819
+312
| +4% | +$32.4K | 0.11% | 103 |
|
|
2020
Q2 | $688K | Hold |
7,507
| – | – | 0.1% | 111 |
|
|
2020
Q1 | $677K | Sell |
7,507
-12
| -0.2% | -$1.08K | 0.12% | 106 |
|
|
2019
Q4 | $853K | Sell |
7,519
-300
| -4% | -$34K | 0.14% | 114 |
|
|
2019
Q3 | $837K | Buy |
7,819
+5,685
| +266% | +$609K | 0.14% | 114 |
|
|
2019
Q2 | $208K | Sell |
2,134
-371
| -15% | -$36.2K | 0.09% | 131 |
|
|
2019
Q1 | $228K | Buy |
2,505
+55
| +2% | +$5.01K | 0.1% | 121 |
|
|
2018
Q4 | $223K | Hold |
2,450
| – | – | 0.11% | 117 |
|
|
2018
Q3 | $241K | Sell |
2,450
-33
| -1% | -$3.25K | 0.11% | 113 |
|
|
2018
Q2 | $213K | Sell |
2,483
-208
| -8% | -$17.8K | 0.1% | 118 |
|
|
2018
Q1 | $216K | Buy |
2,691
+34
| +1% | +$2.73K | 0.11% | 117 |
|
|
2017
Q4 | $215K | Buy |
2,657
+57
| +2% | +$4.61K | 0.11% | 121 |
|
|
2017
Q3 | $202K | Hold |
2,600
| – | – | 0.1% | 126 |
|
|
2017
Q2 | $231K | Hold |
2,600
| – | – | 0.12% | 116 |
|
|
2017
Q1 | $209K | Hold |
2,600
| – | – | 0.11% | 120 |
|
|
2016
Q4 | $185K | Buy |
+2,600
| New | +$185K | 0.1% | 130 |
|