AWAG
ARS Wealth Advisors Group’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,700
| Closed | -$235K | – | 171 |
|
|
2024
Q1 | $235K | Sell |
2,700
-1,471
| -35% | -$128K | 0.03% | 147 |
|
|
2023
Q4 | $344K | Sell |
4,171
-82,928
| -95% | -$6.83M | 0.05% | 109 |
|
|
2023
Q3 | $6.83M | Buy |
87,099
+471
| +0.5% | +$36.9K | 1.12% | 33 |
|
|
2023
Q2 | $7.63M | Buy |
86,628
+2,750
| +3% | +$242K | 1.21% | 31 |
|
|
2023
Q1 | $6.76M | Buy |
83,878
+12,999
| +18% | +$1.05M | 1.25% | 36 |
|
|
2022
Q4 | $5.51M | Sell |
70,879
-8,516
| -11% | -$662K | 0.91% | 43 |
|
|
2022
Q3 | $6.41M | Buy |
79,395
+43,140
| +119% | +$3.48M | 0.98% | 40 |
|
|
2022
Q2 | $3.25M | Buy |
+36,255
| New | +$3.25M | 0.45% | 63 |
|