FWP
FAS Wealth Partners’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
11,807
-428
| -3% | -$37.3K | 0.08% | 152 |
|
|
2025
Q1 | $1.1M | Sell |
12,235
-42
| -0.3% | -$3.77K | 0.09% | 143 |
|
|
2024
Q4 | $981K | Sell |
12,277
-24,718
| -67% | -$1.97M | 0.08% | 149 |
|
|
2024
Q3 | $3.33M | Buy |
36,995
+1,133
| +3% | +$102K | 0.26% | 83 |
|
|
2024
Q2 | $2.82M | Buy |
35,862
+1,406
| +4% | +$111K | 0.24% | 90 |
|
|
2024
Q1 | $3M | Sell |
34,456
-74
| -0.2% | -$6.45K | 0.27% | 84 |
|
|
2023
Q4 | $2.84M | Buy |
34,530
+2,995
| +9% | +$247K | 0.27% | 84 |
|
|
2023
Q3 | $2.47M | Buy |
31,535
+1,170
| +4% | +$91.7K | 0.26% | 82 |
|
|
2023
Q2 | $2.68M | Buy |
30,365
+2,109
| +7% | +$186K | 0.34% | 71 |
|
|
2023
Q1 | $2.28M | Buy |
28,256
+4,136
| +17% | +$333K | 0.25% | 89 |
|
|
2022
Q4 | $1.87M | Sell |
24,120
-209
| -0.9% | -$16.2K | 0.21% | 101 |
|
|
2022
Q3 | $1.97M | Buy |
24,329
+1,596
| +7% | +$129K | 0.22% | 81 |
|
|
2022
Q2 | $2.04M | Buy |
22,733
+4,000
| +21% | +$359K | 0.21% | 80 |
|
|
2022
Q1 | $2.08M | Sell |
18,733
-17,372
| -48% | -$1.93M | 0.2% | 77 |
|
|
2021
Q4 | $3.74M | Buy |
36,105
+290
| +0.8% | +$30K | 0.34% | 47 |
|
|
2021
Q3 | $4.49M | Buy |
35,815
+141
| +0.4% | +$17.7K | 0.42% | 41 |
|
|
2021
Q2 | $4.43M | Buy |
35,674
+46
| +0.1% | +$5.71K | 0.42% | 44 |
|
|
2021
Q1 | $4.21M | Hold |
35,628
| – | – | 0.44% | 43 |
|
|
2020
Q4 | $4.17M | Buy |
35,628
+250
| +0.7% | +$29.3K | 0.47% | 40 |
|
|
2020
Q3 | $3.68M | Hold |
35,378
| – | – | 0.5% | 40 |
|
|
2020
Q2 | $3.24M | Hold |
35,378
| – | – | 0.48% | 41 |
|
|
2020
Q1 | $3.19M | Buy |
35,378
+3,793
| +12% | +$342K | 0.56% | 39 |
|
|
2019
Q4 | $3.58M | Sell |
31,585
-203
| -0.6% | -$23K | 0.6% | 32 |
|
|
2019
Q3 | $3.45M | Sell |
31,788
-1,210
| -4% | -$131K | 0.63% | 31 |
|
|
2019
Q2 | $3.21M | Hold |
32,998
| – | – | 0.6% | 32 |
|
|
2019
Q1 | $3.01M | Buy |
32,998
+783
| +2% | +$71.3K | 0.59% | 34 |
|
|
2018
Q4 | $2.93M | Sell |
32,215
-100
| -0.3% | -$9.1K | 0.67% | 31 |
|
|
2018
Q3 | $3.18M | Sell |
32,315
-300
| -0.9% | -$29.5K | 0.72% | 29 |
|
|
2018
Q2 | $2.79M | Sell |
32,615
-108
| -0.3% | -$9.25K | 0.75% | 31 |
|
|
2018
Q1 | $2.63M | Sell |
32,723
-26
| -0.1% | -$2.09K | 0.76% | 31 |
|
|
2017
Q4 | $2.64M | Buy |
32,749
+1
| +0% | +$81 | 0.69% | 31 |
|
|
2017
Q3 | $2.55M | Sell |
32,748
-23
| -0.1% | -$1.79K | 0.71% | 28 |
|
|
2017
Q2 | $2.91M | Sell |
32,771
-999
| -3% | -$88.6K | 0.87% | 24 |
|
|
2017
Q1 | $2.72M | Buy |
33,770
+501
| +2% | +$40.4K | 0.84% | 24 |
|
|
2016
Q4 | $2.37M | Sell |
33,269
-125
| -0.4% | -$8.91K | 0.7% | 19 |
|
|
2016
Q3 | $2.89M | Buy |
33,394
+1
| +0% | +$86 | 0.94% | 15 |
|
|
2016
Q2 | $2.9M | Sell |
33,393
-100
| -0.3% | -$8.68K | 1.07% | 13 |
|
|
2016
Q1 | $2.51M | Sell |
33,493
-109
| -0.3% | -$8.18K | 1.29% | 8 |
|
|
2015
Q4 | $2.59M | Hold |
33,602
| – | – | 1.29% | 10 |
|
|
2015
Q3 | $2.25M | Sell |
33,602
-601
| -2% | -$40.2K | 1.3% | 7 |
|
|
2015
Q2 | $2.53M | Buy |
+34,203
| New | +$2.53M | 1.27% | 10 |
|
|
2015
Q1 | – | Sell |
-31,299
| Closed | -$2.26M | – | 108 |
|
|
2014
Q4 | $2.26M | Sell |
31,299
-1,999
| -6% | -$144K | 1.19% | 10 |
|
|
2014
Q3 | $2.06M | Buy |
33,298
+300
| +0.9% | +$18.6K | 1.18% | 10 |
|
|
2014
Q2 | $2.1M | Hold |
32,998
| – | – | 1.21% | 10 |
|
|
2014
Q1 | $2.03M | Sell |
32,998
-1,000
| -3% | -$61.5K | 1.38% | 7 |
|
|
2013
Q4 | $1.95M | Buy |
+33,998
| New | +$1.95M | 1.16% | 6 |
|