Core Wealth Advisors (Florida)’s Medtronic MDT Stock Holding History

Core Wealth Advisors (Florida)’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-75	Closed	-$6.54K	–	161
2024 Q1	$6.54K	Hold	75	–	–	﹤0.01%	212
2023 Q4	$6.18K	Hold	75	–	–	﹤0.01%	205
2023 Q3	$5.88K	Hold	75	–	–	﹤0.01%	193
2023 Q2	$6.61K	Hold	75	–	–	﹤0.01%	184
2023 Q1	$6.05K	Hold	75	–	–	﹤0.01%	185
2022 Q4	$5.83K	Hold	75	–	–	﹤0.01%	195
2022 Q3	$6K	Hold	75	–	–	﹤0.01%	164
2022 Q2	$7K	Hold	75	–	–	﹤0.01%	161
2022 Q1	$8K	Hold	75	–	–	﹤0.01%	151
2021 Q4	$8K	Hold	75	–	–	﹤0.01%	163
2021 Q3	$9K	Hold	75	–	–	0.01%	140
2021 Q2	$9K	Hold	75	–	–	0.01%	131
2021 Q1	$9K	Hold	75	–	–	0.01%	117
2020 Q4	$9K	Hold	75	–	–	0.01%	116
2020 Q3	$8K	Buy	+75	New	+$7.53K	0.01%	107
2020 Q1	–	Sell	-12	Closed	-$1K	–	166
2019 Q4	$1K	Buy	+12	New	+$1.32K	﹤0.01%	126

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Core Wealth Advisors (Florida)'s MDT Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Medtronic (MDT) in Q2 2024, closing a stake of 75 shares — an estimated $6.54K sold.

Core Wealth Advisors (Florida) first reported a position in MDT in Q4 2019 and held it in 16 quarters. The position peaked at $9K in Q3 2021. 2,029 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 75 Medtronic shares in Q2 2024, an estimated $6.54K.
Core Wealth Advisors (Florida) first reported a position in Medtronic in Q4 2019 and held it in 16 quarters.
Core Wealth Advisors (Florida)'s Medtronic position peaked at $9K in Q3 2021.
2,029 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.