DWM
Diversify Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.26M | Buy |
57,126
+5,793
| +11% | +$533K | 0.33% | 78 |
|
|
2025
Q1 | $4.34M | Buy |
51,333
+5,529
| +12% | +$468K | 0.32% | 82 |
|
|
2024
Q4 | $3.69M | Buy |
45,804
+14,934
| +48% | +$1.2M | 0.29% | 92 |
|
|
2024
Q3 | $2.85M | Buy |
30,870
+739
| +2% | +$68.2K | 0.27% | 93 |
|
|
2024
Q2 | $2.42M | Buy |
+30,131
| New | +$2.42M | 0.3% | 82 |
|