CPWA
Cerro Pacific Wealth Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
12,638
+4,406
| +54% | +$384K | 0.31% | 65 |
|
|
2025
Q1 | $658K | Sell |
8,232
-193
| -2% | -$15.4K | 0.21% | 88 |
|
|
2024
Q4 | $759K | Buy |
8,425
+2,708
| +47% | +$244K | 0.25% | 78 |
|
|
2024
Q3 | $450K | Hold |
5,717
| – | – | 0.17% | 103 |
|
|
2024
Q2 | $450K | Buy |
+5,717
| New | +$450K | 0.17% | 104 |
|
|
2023
Q1 | $632K | Buy |
7,844
+1,778
| +29% | +$143K | 0.35% | 73 |
|
|
2022
Q4 | $471K | Buy |
6,066
+221
| +4% | +$17.2K | 0.25% | 93 |
|
|
2022
Q3 | $472K | Buy |
5,845
+105
| +2% | +$8.48K | 0.29% | 88 |
|
|
2022
Q2 | $515K | Sell |
5,740
-681
| -11% | -$61.1K | 0.32% | 87 |
|
|
2022
Q1 | $712K | Sell |
6,421
-105
| -2% | -$11.6K | 0.44% | 73 |
|
|
2021
Q4 | $675K | Sell |
6,526
-696
| -10% | -$72K | 0.43% | 72 |
|
|
2021
Q3 | $905K | Sell |
7,222
-2,121
| -23% | -$266K | 0.65% | 34 |
|
|
2021
Q2 | $1.16M | Buy |
+9,343
| New | +$1.16M | 0.86% | 31 |
|
|
2020
Q4 | $1.47M | Buy |
+12,543
| New | +$1.47M | 0.88% | 30 |
|