CWM
Compass Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Sell |
44,151
-3,870
| -8% | -$337K | 0.92% | 40 |
|
|
2025
Q1 | $4.32M | Sell |
48,021
-1,652
| -3% | -$148K | 1.1% | 34 |
|
|
2024
Q4 | $3.97M | Sell |
49,673
-370
| -0.7% | -$29.6K | 0.96% | 37 |
|
|
2024
Q3 | $4.51M | Sell |
50,043
-14,226
| -22% | -$1.28M | 1.06% | 35 |
|
|
2024
Q2 | $5.06M | Sell |
64,269
-71
| -0.1% | -$5.59K | 1.25% | 26 |
|
|
2024
Q1 | $5.61M | Buy |
64,340
+6,181
| +11% | +$539K | 1.4% | 18 |
|
|
2023
Q4 | $4.79M | Buy |
58,159
+4,158
| +8% | +$343K | 1.34% | 20 |
|
|
2023
Q3 | $4.23M | Buy |
54,001
+2,397
| +5% | +$188K | 1.33% | 22 |
|
|
2023
Q2 | $4.55M | Buy |
51,604
+1,611
| +3% | +$142K | 1.37% | 19 |
|
|
2023
Q1 | $4.03M | Buy |
49,993
+10,073
| +25% | +$812K | 1.28% | 26 |
|
|
2022
Q4 | $3.1M | Buy |
+39,920
| New | +$3.1M | 1.02% | 35 |
|