GSB Wealth Management’s Medtronic MDT Stock Holding History

GSB Wealth Management’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,600	Closed	-$234K	–	227
2024 Q3	$234K	Sell	2,600 -4,458	-63%	-$375K	0.06%	202
2024 Q2	$555K	Buy	7,058 +27	+0.4%	+$2.21K	0.15%	136
2024 Q1	$613K	Sell	7,031 -480	-6%	-$41K	0.17%	128
2023 Q4	$619K	Buy	7,511 +1,052	+16%	+$80.2K	0.19%	121
2023 Q3	$506K	Sell	6,459 -3,331	-34%	-$279K	0.17%	131
2023 Q2	$862K	Buy	9,790 +598	+7%	+$51.5K	0.28%	108
2023 Q1	$741K	Sell	9,192 -132	-1%	-$10.8K	0.24%	120
2022 Q4	$725K	Sell	9,324 -490	-5%	-$39.7K	0.26%	115
2022 Q3	$793K	Buy	9,814 +44	+0.5%	+$3.95K	0.29%	118
2022 Q2	$877K	Buy	9,770 +12	+0.1%	+$1.22K	0.3%	111
2022 Q1	$1.08M	Sell	9,758 -233	-2%	-$24.6K	0.32%	106
2021 Q4	$1.03M	Buy	+9,991	New	+$1.16M	0.3%	108
2021 Q3	–	Sell	-10,155	Closed	-$1.26M	–	189
2021 Q2	$1.26M	Buy	10,155 +27	+0.3%	+$3.39K	0.39%	85
2021 Q1	$1.2M	Buy	+10,128	New	+$1.19M	0.4%	83

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return