CWS Financial Advisors’s Medtronic MDT Stock Holding History

CWS Financial Advisors’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
2023 Q4	–	Sell	-2,622	Closed	-$205K	–	164
2023 Q3	$205K	Buy	2,622 +276	+12%	+$23.1K	0.08%	140
2023 Q2	$207K	Buy	+2,346	New	+$202K	0.08%	143
2023 Q1	–	Sell	-2,440	Closed	-$288K	–	152
2022 Q4	$288K	Sell	2,440 -242	-9%	-$19.6K	0.12%	111
2022 Q3	$217K	Sell	2,682 -874	-25%	-$78.5K	0.1%	127
2022 Q2	$319K	Buy	3,556 +906	+34%	+$91.8K	0.15%	107
2022 Q1	$294K	Buy	2,650 +83	+3%	+$8.77K	0.11%	115
2021 Q4	$266K	Buy	+2,567	New	+$297K	0.09%	132
2021 Q2	$311K	Buy	2,509 +69	+3%	+$8.66K	0.12%	111
2021 Q1	$288K	Buy	2,440 +45	+2%	+$5.27K	0.12%	111
2020 Q4	$281K	Sell	2,395 -9	-0.4%	-$991	0.16%	101
2020 Q3	$250K	Sell	2,404 -221	-8%	-$22.2K	0.17%	103
2020 Q2	$241K	Buy	2,625 +174	+7%	+$16.7K	0.17%	110
2020 Q1	$278K	Hold	2,451	–	–	0.21%	91
2019 Q4	$278K	Buy	+2,451	New	+$269K	0.2%	92

Other funds holding MDT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return