AWA
Amplius Wealth Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
+2,964
| New | +$258K | 0.02% | 174 |
|
|
2022
Q3 | – | Sell |
-5,171
| Closed | -$464K | – | 170 |
|
|
2022
Q2 | $464K | Sell |
5,171
-1,785
| -26% | -$160K | 0.08% | 96 |
|
|
2022
Q1 | $771K | Buy |
6,956
+3,316
| +91% | +$368K | 0.12% | 73 |
|
|
2021
Q4 | $376K | Buy |
+3,640
| New | +$376K | 0.05% | 132 |
|