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	–	57
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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return