CTWM
Cherry Tree Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $999K | Sell |
11,456
-8
| -0.1% | -$697 | 0.23% | 69 |
|
|
2025
Q1 | $1.03M | Hold |
11,464
| – | – | 0.25% | 69 |
|
|
2024
Q4 | $916K | Buy |
11,464
+8
| +0.1% | +$639 | 0.23% | 71 |
|
|
2024
Q3 | $1.03M | Sell |
11,456
-1,152
| -9% | -$104K | 0.24% | 70 |
|
|
2024
Q2 | $992K | Sell |
12,608
-2,527
| -17% | -$199K | 0.25% | 66 |
|
|
2024
Q1 | $1.32M | Hold |
15,135
| – | – | 0.33% | 59 |
|
|
2023
Q4 | $1.25M | Hold |
15,135
| – | – | 0.33% | 57 |
|
|
2023
Q3 | $1.19M | Buy |
15,135
+3,474
| +30% | +$272K | 0.35% | 49 |
|
|
2023
Q2 | $1.03M | Buy |
+11,661
| New | +$1.03M | 0.3% | 55 |
|