BWP
Baldwin Wealth Partners’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-126
| Closed | -$11.3K | – | 700 |
|
|
2024
Q3 | $11.3K | Sell |
126
-14
| -10% | -$1.26K | ﹤0.01% | 776 |
|
|
2024
Q2 | $11K | Buy |
140
+8
| +6% | +$630 | ﹤0.01% | 530 |
|
|
2024
Q1 | $11.5K | Sell |
132
-2,325
| -95% | -$203K | ﹤0.01% | 539 |
|
|
2023
Q4 | $202K | Sell |
2,457
-88,833
| -97% | -$7.32M | 0.02% | 210 |
|
|
2023
Q3 | $7.15M | Sell |
91,290
-1,780
| -2% | -$139K | 0.62% | 50 |
|
|
2023
Q2 | $8.2M | Sell |
93,070
-1,341
| -1% | -$118K | 0.67% | 48 |
|
|
2023
Q1 | $7.61M | Sell |
94,411
-3,069
| -3% | -$247K | 0.66% | 48 |
|
|
2022
Q4 | $7.58M | Sell |
97,480
-9,555
| -9% | -$743K | 0.69% | 49 |
|
|
2022
Q3 | $8.64M | Sell |
107,035
-2,966
| -3% | -$240K | 1.19% | 28 |
|
|
2022
Q2 | $9.87M | Sell |
110,001
-1,572
| -1% | -$141K | 1.28% | 26 |
|
|
2022
Q1 | $12.4M | Sell |
111,573
-1,196
| -1% | -$133K | 1.31% | 26 |
|
|
2021
Q4 | $11.7M | Sell |
112,769
-299
| -0.3% | -$30.9K | 1.17% | 29 |
|
|
2021
Q3 | $14.2M | Buy |
113,068
+797
| +0.7% | +$99.9K | 1.57% | 20 |
|
|
2021
Q2 | $13.9M | Sell |
112,271
-4,395
| -4% | -$546K | 1.52% | 24 |
|
|
2021
Q1 | $13.8M | Buy |
116,666
+2,306
| +2% | +$272K | 1.64% | 22 |
|
|
2020
Q4 | $13.4M | Sell |
114,360
-10,296
| -8% | -$1.21M | 1.68% | 21 |
|
|
2020
Q3 | $13M | Sell |
124,656
-1,740
| -1% | -$181K | 1.77% | 19 |
|
|
2020
Q2 | $11.6M | Buy |
126,396
+505
| +0.4% | +$46.3K | 1.7% | 20 |
|
|
2020
Q1 | $11.4M | Buy |
125,891
+2,621
| +2% | +$236K | 1.99% | 17 |
|
|
2019
Q4 | $14M | Sell |
123,270
-283
| -0.2% | -$32.1K | 1.96% | 16 |
|
|
2019
Q3 | $13.4M | Buy |
123,553
+3,457
| +3% | +$375K | 2.02% | 16 |
|
|
2019
Q2 | $11.7M | Sell |
120,096
-1,242
| -1% | -$121K | 1.72% | 21 |
|
|
2019
Q1 | $11.1M | Sell |
121,338
-768
| -0.6% | -$69.9K | 1.65% | 22 |
|
|
2018
Q4 | $11.1M | Buy |
122,106
+2,550
| +2% | +$232K | 1.86% | 17 |
|
|
2018
Q3 | $11.8M | Buy |
119,556
+4,260
| +4% | +$419K | 1.65% | 20 |
|
|
2018
Q2 | $9.87M | Buy |
115,296
+8,338
| +8% | +$714K | 1.53% | 24 |
|
|
2018
Q1 | $8.58M | Buy |
106,958
+19,078
| +22% | +$1.53M | 1.39% | 24 |
|
|
2017
Q4 | $7.1M | Buy |
+87,880
| New | +$7.1M | 1.11% | 29 |
|
|
2017
Q1 | – | Sell |
-319
| Closed | -$23K | – | 521 |
|
|
2016
Q4 | $23K | Hold |
319
| – | – | ﹤0.01% | 357 |
|
|
2016
Q3 | $28K | Buy |
319
+224
| +236% | +$19.7K | 0.01% | 351 |
|
|
2016
Q2 | $8K | Sell |
95
-5,025
| -98% | -$423K | ﹤0.01% | 410 |
|
|
2016
Q1 | $384K | Buy |
+5,120
| New | +$384K | 0.07% | 162 |
|
|
2015
Q3 | – | Sell |
-19,275
| Closed | -$1.43M | – | 252 |
|
|
2015
Q2 | $1.43M | Buy |
19,275
+286
| +2% | +$21.2K | 0.21% | 103 |
|
|
2015
Q1 | $1.48M | Sell |
18,989
-5,534
| -23% | -$432K | 0.22% | 103 |
|
|
2014
Q4 | $1.77M | Buy |
24,523
+881
| +4% | +$63.6K | 0.26% | 91 |
|
|
2014
Q3 | $1.47M | Buy |
23,642
+341
| +1% | +$21.1K | 0.21% | 96 |
|
|
2014
Q2 | $1.49M | Sell |
23,301
-316
| -1% | -$20.2K | 0.22% | 93 |
|
|
2014
Q1 | $1.45M | Buy |
23,617
+464
| +2% | +$28.5K | 0.23% | 92 |
|
|
2013
Q4 | $1.33M | Buy |
23,153
+9
| +0% | +$517 | 0.21% | 101 |
|
|
2013
Q3 | $1.23M | Buy |
+23,144
| New | +$1.23M | 0.23% | 103 |
|