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AMJ Financial Wealth Management’s Medtronic MDT Stock Holding History

AMJ Financial Wealth Management’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,386
Closed -$215K – 93
2024
Q3 		$215K Buy
+2,386
New +$201K 0.06% 84
2021
Q4 		– Sell
-3,826
Closed -$480K – 102
2021
Q3 		$480K Sell
3,826
-81
-2% -$10.5K 0.2% 66
2021
Q2 		$485K Buy
+3,907
New +$491K 0.21% 68
2020
Q1 		– Sell
-2,686
Closed -$305K – 49
2019
Q4 		$305K Buy
+2,686
New +$295K 0.21% 55

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AMJ Financial Wealth Management's MDT Position: Q4 2024 in Review

AMJ Financial Wealth Management sold out of Medtronic (MDT) in Q4 2024, closing a stake of 2,386 shares — an estimated $215K sold.

AMJ Financial Wealth Management first reported a position in MDT in Q4 2019 and held it in 4 quarters. The position peaked at $485K in Q2 2021. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • AMJ Financial Wealth Management reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 2,386 Medtronic shares in Q4 2024, an estimated $215K.
  • AMJ Financial Wealth Management first reported a position in Medtronic in Q4 2019 and held it in 4 quarters.
  • AMJ Financial Wealth Management's Medtronic position peaked at $485K in Q2 2021.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on AMJ Financial Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.