EWA
EverSource Wealth Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Buy |
7,790
+2,651
| +52% | +$231K | 0.03% | 368 |
|
|
2025
Q1 | $462K | Buy |
5,139
+284
| +6% | +$25.5K | 0.03% | 397 |
|
|
2024
Q4 | $388K | Buy |
4,855
+1,613
| +50% | +$129K | 0.02% | 436 |
|
|
2024
Q3 | $292K | Sell |
3,242
-591
| -15% | -$53.2K | 0.02% | 456 |
|
|
2024
Q2 | $308K | Sell |
3,833
-1,751
| -31% | -$141K | 0.02% | 434 |
|
|
2024
Q1 | $448K | Buy |
5,584
+380
| +7% | +$30.5K | 0.04% | 289 |
|
|
2023
Q4 | $429K | Sell |
5,204
-846
| -14% | -$69.7K | 0.04% | 267 |
|
|
2023
Q3 | $474K | Buy |
6,050
+99
| +2% | +$7.76K | 0.05% | 235 |
|
|
2023
Q2 | $524K | Sell |
5,951
-1,130
| -16% | -$99.5K | 0.06% | 223 |
|
|
2023
Q1 | $571K | Buy |
7,081
+425
| +6% | +$34.3K | 0.07% | 200 |
|
|
2022
Q4 | $517K | Sell |
6,656
-1,417
| -18% | -$110K | 0.08% | 193 |
|
|
2022
Q3 | $652K | Sell |
8,073
-632
| -7% | -$51K | 0.15% | 134 |
|
|
2022
Q2 | $782K | Buy |
8,705
+44
| +0.5% | +$3.95K | 0.2% | 92 |
|
|
2022
Q1 | $961K | Buy |
8,661
+2,258
| +35% | +$251K | 0.24% | 76 |
|
|
2021
Q4 | $662K | Buy |
+6,403
| New | +$662K | 0.19% | 97 |
|