Artemis Wealth Advisors’s Medtronic MDT Stock Holding History

Artemis Wealth Advisors’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
2023 Q4	–	Sell	-640	Closed	-$50.1K	–	56
2023 Q3	$50.1K	Sell	640 -3	-0.5%	-$251	0.01%	36
2023 Q2	$56.6K	Buy	643 +458	+248%	+$39.4K	0.01%	35
2023 Q1	$14.9K	Sell	185 -7	-4%	-$571	﹤0.01%	49
2022 Q4	$14.9K	Sell	192 -277	-59%	-$22.5K	﹤0.01%	60
2022 Q3	$37.9K	Sell	469 -1,255	-73%	-$113K	0.01%	51
2022 Q2	$155K	Buy	+1,724	New	+$175K	0.04%	41
2022 Q1	–	Sell	-196	Closed	-$20.3K	–	70
2021 Q4	$20.3K	Hold	196	–	–	﹤0.01%	63
2021 Q3	$24.6K	Hold	196	–	–	﹤0.01%	68
2021 Q2	$24.3K	Hold	196	–	–	﹤0.01%	56
2021 Q1	$23.2K	Hold	196	–	–	﹤0.01%	57
2020 Q4	$23K	Sell	196 -61	-24%	-$6.71K	﹤0.01%	52
2020 Q3	$26.7K	Buy	257 +61	+31%	+$6.13K	0.01%	50
2020 Q2	$18K	Hold	196	–	–	0.01%	46
2020 Q1	$17.7K	Hold	196	–	–	0.01%	44
2019 Q4	$22.2K	Buy	+196	New	+$21.5K	0.01%	82

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Artemis Wealth Advisors's MDT Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of Medtronic (MDT) in Q4 2023, closing a stake of 640 shares — an estimated $50.1K sold.

Artemis Wealth Advisors first reported a position in MDT in Q4 2019 and held it in 15 quarters. The position peaked at $155K in Q2 2022. 2,078 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

Artemis Wealth Advisors reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
Artemis Wealth Advisors sold 640 Medtronic shares in Q4 2023, an estimated $50.1K.
Artemis Wealth Advisors first reported a position in Medtronic in Q4 2019 and held it in 15 quarters.
Artemis Wealth Advisors's Medtronic position peaked at $155K in Q2 2022.
2,078 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.