EWM
Edge Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-34,028
| Closed | -$3.78M | – | 95 |
|
|
2022
Q1 | $3.78M | Sell |
34,028
-4,033
| -11% | -$447K | 0.74% | 30 |
|
|
2021
Q4 | $3.94M | Sell |
38,061
-1,020
| -3% | -$106K | 0.72% | 30 |
|
|
2021
Q3 | $4.9M | Sell |
39,081
-2,315
| -6% | -$290K | 0.96% | 27 |
|
|
2021
Q2 | $5.13M | Sell |
41,396
-1,743
| -4% | -$216K | 1.04% | 27 |
|
|
2021
Q1 | $5.1M | Buy |
43,139
+13,427
| +45% | +$1.59M | 1.08% | 29 |
|
|
2020
Q4 | $3.48M | Buy |
29,712
+4,282
| +17% | +$501K | 0.79% | 35 |
|
|
2020
Q3 | $2.64M | Sell |
25,430
-15,900
| -38% | -$1.65M | 0.61% | 42 |
|
|
2020
Q2 | $3.79M | Buy |
41,330
+29,090
| +238% | +$2.67M | 0.72% | 38 |
|
|
2020
Q1 | $1.11M | Sell |
12,240
-84,011
| -87% | -$7.65M | 0.24% | 58 |
|
|
2019
Q4 | $4.65M | Buy |
96,251
+84,011
| +686% | +$4.06M | 0.93% | 32 |
|
|
2019
Q3 | $1.33M | Hold |
12,240
| – | – | 0.31% | 56 |
|
|
2019
Q2 | $1.19M | Hold |
12,240
| – | – | 0.26% | 60 |
|
|
2019
Q1 | $1.12M | Hold |
12,240
| – | – | 0.27% | 62 |
|
|
2018
Q4 | $1.11M | Hold |
12,240
| – | – | 0.31% | 52 |
|
|
2018
Q3 | $1.2M | Hold |
12,240
| – | – | 0.29% | 50 |
|
|
2018
Q2 | $1.05M | Hold |
12,240
| – | – | 0.27% | 56 |
|
|
2018
Q1 | $982K | Sell |
12,240
-35
| -0.3% | -$2.81K | 0.26% | 61 |
|
|
2017
Q4 | $994K | Sell |
12,275
-541
| -4% | -$43.8K | 0.28% | 54 |
|
|
2017
Q3 | $996K | Buy |
12,816
+500
| +4% | +$38.9K | 0.3% | 52 |
|
|
2017
Q2 | $1.1M | Hold |
12,316
| – | – | 0.35% | 48 |
|
|
2017
Q1 | $994K | Sell |
12,316
-13,550
| -52% | -$1.09M | 0.34% | 48 |
|
|
2016
Q4 | $1.84M | Buy |
25,866
+14,766
| +133% | +$1.05M | 0.7% | 29 |
|
|
2016
Q3 | $959K | Sell |
11,100
-6
| -0.1% | -$518 | 0.41% | 46 |
|
|
2016
Q2 | $965K | Hold |
11,106
| – | – | 0.4% | 43 |
|
|
2016
Q1 | $833K | Hold |
11,106
| – | – | 0.38% | 48 |
|
|
2015
Q4 | $859K | Buy |
11,106
+5,320
| +92% | +$411K | 0.32% | 57 |
|
|
2015
Q3 | $385K | Hold |
5,786
| – | – | 0.15% | 76 |
|
|
2015
Q2 | $429K | Sell |
5,786
-24
| -0.4% | -$1.78K | 0.15% | 68 |
|
|
2015
Q1 | $456K | Buy |
5,810
+30
| +0.5% | +$2.36K | 0.15% | 70 |
|
|
2014
Q4 | $420K | Buy |
5,780
+325
| +6% | +$23.6K | 0.15% | 77 |
|
|
2014
Q3 | $339K | Sell |
5,455
-250
| -4% | -$15.5K | 0.13% | 74 |
|
|
2014
Q2 | $364K | Buy |
5,705
+250
| +5% | +$16K | 0.15% | 79 |
|
|
2014
Q1 | $336K | Sell |
5,455
-3,080
| -36% | -$190K | 0.14% | 79 |
|
|
2013
Q4 | $489K | Sell |
8,535
-64,070
| -88% | -$3.67M | 0.23% | 52 |
|
|
2013
Q3 | $3.87M | Sell |
72,605
-2,125
| -3% | -$113K | 2.36% | 18 |
|
|
2013
Q2 | $3.88M | Buy |
+74,730
| New | +$3.88M | 2.6% | 16 |
|