Carson Wealth (CWM LLC)’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.7M | Sell |
283,837
-9,059
| -3% | -$790K | 0.09% | 204 |
|
|
2025
Q1 | $26.3M | Buy |
292,896
+19,438
| +7% | +$1.75M | 0.11% | 180 |
|
|
2024
Q4 | $21.8M | Buy |
273,458
+14,647
| +6% | +$1.17M | 0.09% | 194 |
|
|
2024
Q3 | $23.3M | Sell |
258,811
-2,640
| -1% | -$238K | 0.1% | 189 |
|
|
2024
Q2 | $20.6M | Sell |
261,451
-213
| -0.1% | -$16.8K | 0.1% | 198 |
|
|
2024
Q1 | $22.8M | Sell |
261,664
-732
| -0.3% | -$63.8K | 0.11% | 179 |
|
|
2023
Q4 | $21.6M | Sell |
262,396
-15,977
| -6% | -$1.32M | 0.12% | 175 |
|
|
2023
Q3 | $21.8M | Buy |
278,373
+11,371
| +4% | +$891K | 0.13% | 150 |
|
|
2023
Q2 | $23.5M | Sell |
267,002
-17,511
| -6% | -$1.54M | 0.15% | 137 |
|
|
2023
Q1 | $22.9M | Buy |
284,513
+18,123
| +7% | +$1.46M | 0.16% | 130 |
|
|
2022
Q4 | $20.7M | Buy |
266,390
+27,429
| +11% | +$2.13M | 0.15% | 138 |
|
|
2022
Q3 | $19.3M | Buy |
238,961
+19,571
| +9% | +$1.58M | 0.15% | 130 |
|
|
2022
Q2 | $19.7M | Buy |
219,390
+14,557
| +7% | +$1.31M | 0.15% | 127 |
|
|
2022
Q1 | $22.7M | Sell |
204,833
-2,130
| -1% | -$236K | 0.16% | 130 |
|
|
2021
Q4 | $21.4M | Buy |
+206,963
| New | +$21.4M | 0.15% | 139 |
|
|
2021
Q2 | $27M | Hold |
217,555
| – | – | 0.22% | 97 |
|
|
2021
Q1 | $27M | Hold |
217,555
| – | – | 0.22% | 97 |
|
|
2020
Q4 | $27M | Hold |
217,555
| – | – | 0.22% | 97 |
|
|
2020
Q3 | $27M | Hold |
217,555
| – | – | 0.22% | 97 |
|
|
2020
Q2 | $27M | Hold |
217,555
| – | – | 0.22% | 97 |
|
|
2020
Q1 | $27M | Hold |
217,555
| – | – | 0.22% | 97 |
|
|
2019
Q4 | $27M | Hold |
217,555
| – | – | 0.22% | 97 |
|
|
2019
Q3 | $27M | Hold |
217,555
| – | – | 0.22% | 97 |
|
|
2019
Q2 | $27M | Hold |
217,555
| – | – | 0.22% | 97 |
|
|
2019
Q1 | $27M | Buy |
217,555
+130,939
| +151% | +$16.3M | 0.22% | 97 |
|
|
2018
Q4 | $7.88M | Sell |
86,616
-49,352
| -36% | -$4.49M | 0.2% | 109 |
|
|
2018
Q3 | $13.4M | Buy |
135,968
+28,586
| +27% | +$2.81M | 0.34% | 76 |
|
|
2018
Q2 | $9.19M | Buy |
107,382
+24,608
| +30% | +$2.11M | 0.3% | 79 |
|
|
2018
Q1 | $6.64M | Buy |
82,774
+9,965
| +14% | +$799K | 0.26% | 85 |
|
|
2017
Q4 | $5.88M | Buy |
72,809
+5,403
| +8% | +$436K | 0.26% | 77 |
|
|
2017
Q3 | $5.24M | Buy |
67,406
+2,358
| +4% | +$183K | 0.25% | 78 |
|
|
2017
Q2 | $5.77M | Sell |
65,048
-14,747
| -18% | -$1.31M | 0.3% | 68 |
|
|
2017
Q1 | $6.43M | Buy |
79,795
+1,818
| +2% | +$146K | 0.36% | 58 |
|
|
2016
Q4 | $5.55M | Buy |
77,977
+76,891
| +7,080% | +$5.48M | 0.34% | 77 |
|
|
2016
Q3 | $94K | Sell |
1,086
-67,923
| -98% | -$5.88M | 0.01% | 342 |
|
|
2016
Q2 | $5.99M | Buy |
69,009
+2,002
| +3% | +$174K | 0.44% | 73 |
|
|
2016
Q1 | $5.03M | Buy |
67,007
+66,794
| +31,359% | +$5.01M | 0.44% | 73 |
|
|
2015
Q4 | $16K | Buy |
213
+117
| +122% | +$8.79K | ﹤0.01% | 414 |
|
|
2015
Q3 | $6K | Buy |
+96
| New | +$6K | ﹤0.01% | 483 |
|
|
2014
Q1 | – | Sell |
-342
| Closed | -$19K | – | 324 |
|
|
2013
Q4 | $19K | Buy |
342
+182
| +114% | +$10.1K | ﹤0.01% | 348 |
|
|
2013
Q3 | $9K | Buy |
+160
| New | +$9K | ﹤0.01% | 328 |
|