DWA
Dougherty Wealth Advisers’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.6K | Hold |
500
| – | – | 0.03% | 86 |
|
|
2025
Q1 | $44.9K | Hold |
500
| – | – | 0.03% | 83 |
|
|
2024
Q4 | $39.9K | Hold |
500
| – | – | 0.03% | 87 |
|
|
2024
Q3 | $45K | Hold |
500
| – | – | 0.04% | 80 |
|
|
2024
Q2 | $39.4K | Hold |
500
| – | – | 0.03% | 83 |
|
|
2024
Q1 | $43.6K | Hold |
500
| – | – | 0.04% | 85 |
|
|
2023
Q4 | $41.2K | Hold |
500
| – | – | 0.04% | 92 |
|
|
2023
Q3 | $39.2K | Hold |
500
| – | – | 0.05% | 84 |
|
|
2023
Q2 | $44.1K | Sell |
500
-600
| -55% | -$52.9K | 0.06% | 81 |
|
|
2023
Q1 | $88.7K | Hold |
1,100
| – | – | 0.13% | 61 |
|
|
2022
Q4 | $85.5K | Hold |
1,100
| – | – | 0.14% | 69 |
|
|
2022
Q3 | $89K | Hold |
1,100
| – | – | 0.18% | 58 |
|
|
2022
Q2 | $99K | Hold |
1,100
| – | – | 0.18% | 57 |
|
|
2022
Q1 | $122K | Hold |
1,100
| – | – | 0.18% | 53 |
|
|
2021
Q4 | $114K | Hold |
1,100
| – | – | 0.16% | 66 |
|
|
2021
Q3 | $138K | Hold |
1,100
| – | – | 0.21% | 51 |
|
|
2021
Q2 | $137K | Hold |
1,100
| – | – | 0.2% | 53 |
|
|
2021
Q1 | $130K | Hold |
1,100
| – | – | 0.2% | 50 |
|
|
2020
Q4 | $129K | Hold |
1,100
| – | – | 0.2% | 48 |
|
|
2020
Q3 | $114K | Hold |
1,100
| – | – | 0.39% | 47 |
|
|
2020
Q2 | $101K | Hold |
1,100
| – | – | 0.37% | 52 |
|
|
2020
Q1 | $99K | Hold |
1,100
| – | – | 0.39% | 51 |
|
|
2019
Q4 | $125K | Hold |
1,100
| – | – | 0.38% | 54 |
|
|
2019
Q3 | $119K | Sell |
1,100
-695
| -39% | -$75.2K | 0.39% | 49 |
|
|
2019
Q2 | $175K | Buy |
1,795
+650
| +57% | +$63.4K | 0.49% | 44 |
|
|
2019
Q1 | $104K | Hold |
1,145
| – | – | 0.35% | 55 |
|
|
2018
Q4 | $102K | Buy |
+1,145
| New | +$102K | 0.34% | 59 |
|