AWE
Avidian Wealth Enterprises’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
14,561
-40
| -0.3% | -$3.49K | 0.05% | 176 |
|
|
2025
Q1 | $1.31M | Buy |
14,601
+3,385
| +30% | +$304K | 0.06% | 162 |
|
|
2024
Q4 | $896K | Sell |
11,216
-2,413
| -18% | -$193K | 0.04% | 204 |
|
|
2024
Q3 | $1.23M | Buy |
13,629
+1,273
| +10% | +$115K | 0.06% | 159 |
|
|
2024
Q2 | $973K | Sell |
12,356
-956
| -7% | -$75.2K | 0.04% | 179 |
|
|
2024
Q1 | $1.16M | Buy |
13,312
+847
| +7% | +$73.8K | 0.06% | 147 |
|
|
2023
Q4 | $1.03M | Sell |
12,465
-865
| -6% | -$71.3K | 0.06% | 162 |
|
|
2023
Q3 | $1.04M | Sell |
13,330
-6,989
| -34% | -$548K | 0.07% | 155 |
|
|
2023
Q2 | $1.79M | Sell |
20,319
-20,386
| -50% | -$1.8M | 0.12% | 117 |
|
|
2023
Q1 | $3.28M | Buy |
40,705
+5,985
| +17% | +$483K | 0.18% | 106 |
|
|
2022
Q4 | $2.7M | Buy |
34,720
+4,322
| +14% | +$336K | 0.18% | 101 |
|
|
2022
Q3 | $2.46M | Buy |
30,398
+1,506
| +5% | +$122K | 0.18% | 81 |
|
|
2022
Q2 | $2.59M | Buy |
28,892
+2,224
| +8% | +$200K | 0.18% | 90 |
|
|
2022
Q1 | $2.96M | Buy |
26,668
+1,909
| +8% | +$212K | 0.18% | 92 |
|
|
2021
Q4 | $2.56M | Buy |
24,759
+3,075
| +14% | +$318K | 0.16% | 101 |
|
|
2021
Q3 | $2.72M | Buy |
21,684
+1,608
| +8% | +$202K | 0.21% | 78 |
|
|
2021
Q2 | $2.49M | Sell |
20,076
-1,179
| -6% | -$146K | 0.19% | 86 |
|
|
2021
Q1 | $2.51M | Sell |
21,255
-106
| -0.5% | -$12.5K | 0.21% | 76 |
|
|
2020
Q4 | $2.5M | Buy |
21,361
+1,888
| +10% | +$221K | 0.24% | 65 |
|
|
2020
Q3 | $2.02M | Buy |
19,473
+963
| +5% | +$100K | 0.23% | 68 |
|
|
2020
Q2 | $1.7M | Buy |
18,510
+509
| +3% | +$46.7K | 0.23% | 66 |
|
|
2020
Q1 | $1.62M | Buy |
18,001
+2,432
| +16% | +$219K | 0.26% | 48 |
|
|
2019
Q4 | $1.77M | Buy |
15,569
+623
| +4% | +$70.7K | 0.25% | 43 |
|
|
2019
Q3 | $1.62M | Buy |
14,946
+9,779
| +189% | +$1.06M | 0.27% | 36 |
|
|
2019
Q2 | $503K | Buy |
5,167
+132
| +3% | +$12.9K | 0.12% | 70 |
|
|
2019
Q1 | $459K | Buy |
5,035
+1,238
| +33% | +$113K | 0.1% | 73 |
|
|
2018
Q4 | $345K | Buy |
3,797
+278
| +8% | +$25.3K | 0.12% | 56 |
|
|
2018
Q3 | $346K | Sell |
3,519
-15,447
| -81% | -$1.52M | 0.11% | 74 |
|
|
2018
Q2 | $1.62M | Buy |
18,966
+3,066
| +19% | +$263K | 0.51% | 24 |
|
|
2018
Q1 | $1.28M | Buy |
15,900
+1,370
| +9% | +$110K | 0.43% | 24 |
|
|
2017
Q4 | $1.17K | Sell |
14,530
-1,773
| -11% | -$143 | 0.31% | 25 |
|
|
2017
Q3 | $1.27M | Buy |
16,303
+6,103
| +60% | +$475K | 0.48% | 19 |
|
|
2017
Q2 | $905K | Hold |
10,200
| – | – | 0.38% | 20 |
|
|
2017
Q1 | $822K | Buy |
10,200
+5,070
| +99% | +$409K | 0.32% | 26 |
|
|
2016
Q4 | $365K | Buy |
+5,130
| New | +$365K | 0.16% | 44 |
|
|
2016
Q3 | – | Sell |
-5,214
| Closed | -$452 | – | 90 |
|
|
2016
Q2 | $452 | Sell |
5,214
-1,307
| -20% | -$113 | 0.16% | 34 |
|
|
2016
Q1 | $489K | Buy |
+6,521
| New | +$489K | 0.26% | 24 |
|
|
2015
Q3 | – | Sell |
-7,623
| Closed | -$565K | – | 37 |
|
|
2015
Q2 | $565K | Buy |
+7,623
| New | +$565K | 0.24% | 20 |
|