BWM
BerganKDV Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $9.03M | Buy |
102,534
+1,712
| +2% | +$151K | 0.9% | 24 |
|
|
2023
Q1 | $8.13M | Buy |
100,822
+41,880
| +71% | +$3.38M | 0.84% | 24 |
|
|
2022
Q4 | $4.58M | Buy |
58,942
+2,434
| +4% | +$189K | 0.5% | 48 |
|
|
2022
Q3 | $4.56M | Buy |
56,508
+1,219
| +2% | +$98.4K | 0.55% | 38 |
|
|
2022
Q2 | $4.96M | Buy |
55,289
+1,533
| +3% | +$138K | 0.57% | 35 |
|
|
2022
Q1 | $5.96M | Sell |
53,756
-15,313
| -22% | -$1.7M | 0.64% | 33 |
|
|
2021
Q4 | $7.15M | Buy |
69,069
+19,879
| +40% | +$2.06M | 0.75% | 27 |
|
|
2021
Q3 | $6.17M | Buy |
49,190
+4,755
| +11% | +$596K | 0.7% | 28 |
|
|
2021
Q2 | $5.52M | Buy |
44,435
+2,524
| +6% | +$313K | 0.65% | 29 |
|
|
2021
Q1 | $4.95M | Buy |
41,911
+1,055
| +3% | +$125K | 0.64% | 29 |
|
|
2020
Q4 | $4.79M | Buy |
40,856
+522
| +1% | +$61.1K | 0.67% | 31 |
|
|
2020
Q3 | $4.19M | Buy |
40,334
+1,677
| +4% | +$174K | 0.66% | 34 |
|
|
2020
Q2 | $3.55M | Buy |
38,657
+1,416
| +4% | +$130K | 0.61% | 34 |
|
|
2020
Q1 | $3.36M | Buy |
37,241
+5,335
| +17% | +$481K | 0.69% | 31 |
|
|
2019
Q4 | $3.62M | Buy |
31,906
+476
| +2% | +$54K | 0.64% | 33 |
|
|
2019
Q3 | $3.41M | Buy |
31,430
+2,294
| +8% | +$249K | 0.67% | 29 |
|
|
2019
Q2 | $2.84M | Buy |
29,136
+1,202
| +4% | +$117K | 0.56% | 32 |
|
|
2019
Q1 | $2.54M | Buy |
27,934
+9,114
| +48% | +$830K | 0.52% | 38 |
|
|
2018
Q4 | $1.71M | Sell |
18,820
-608
| -3% | -$55.3K | 0.4% | 48 |
|
|
2018
Q3 | $1.91M | Sell |
19,428
-1,030
| -5% | -$101K | 0.41% | 47 |
|
|
2018
Q2 | $1.75M | Buy |
20,458
+2,771
| +16% | +$237K | 0.39% | 49 |
|
|
2018
Q1 | $1.42M | Sell |
17,687
-1,647
| -9% | -$132K | 0.39% | 53 |
|
|
2017
Q4 | $1.56M | Buy |
19,334
+5,076
| +36% | +$410K | 0.37% | 48 |
|
|
2017
Q3 | $1.11M | Buy |
14,258
+4,035
| +39% | +$314K | 0.28% | 72 |
|
|
2017
Q2 | $907K | Sell |
10,223
-605
| -6% | -$53.7K | 0.26% | 75 |
|
|
2017
Q1 | $872K | Sell |
10,828
-3,632
| -25% | -$292K | 0.26% | 74 |
|
|
2016
Q4 | $1.03M | Buy |
14,460
+10,323
| +250% | +$735K | 0.34% | 54 |
|
|
2016
Q3 | $357K | Buy |
4,137
+42
| +1% | +$3.62K | 0.12% | 127 |
|
|
2016
Q2 | $355K | Sell |
4,095
-465
| -10% | -$40.3K | 0.15% | 117 |
|
|
2016
Q1 | $342K | Buy |
+4,560
| New | +$342K | 0.21% | 116 |
|