EWA
Etesian Wealth Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Sell |
8,205
-765
| -9% | -$66.7K | 0.27% | 76 |
|
|
2025
Q1 | $806K | Hold |
8,970
| – | – | 0.35% | 72 |
|
|
2024
Q4 | $717K | Sell |
8,970
-488
| -5% | -$39K | 0.32% | 77 |
|
|
2024
Q3 | $852K | Sell |
9,458
-101
| -1% | -$9.09K | 0.39% | 71 |
|
|
2024
Q2 | $752K | Sell |
9,559
-462
| -5% | -$36.4K | 0.42% | 72 |
|
|
2024
Q1 | $873K | Sell |
10,021
-1,024
| -9% | -$89.2K | 0.5% | 64 |
|
|
2023
Q4 | $914K | Buy |
11,045
+40
| +0.4% | +$3.31K | 0.55% | 60 |
|
|
2023
Q3 | $862K | Sell |
11,005
-485
| -4% | -$38K | 0.58% | 58 |
|
|
2023
Q2 | $1.01M | Sell |
11,490
-270
| -2% | -$23.8K | 0.66% | 52 |
|
|
2023
Q1 | $948K | Hold |
11,760
| – | – | 0.63% | 53 |
|
|
2022
Q4 | $914K | Buy |
+11,760
| New | +$914K | 0.67% | 50 |
|