HHGA
Halbert Hargrove Global Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2
| Closed | -$180 | – | 510 |
|
|
2025
Q1 | $180 | Buy |
+2
| New | +$180 | ﹤0.01% | 587 |
|
|
2020
Q1 | – | Sell |
-1,784
| Closed | -$202K | – | 85 |
|
|
2019
Q4 | $202K | Buy |
+1,784
| New | +$202K | 0.05% | 79 |
|
|
2017
Q3 | – | Sell |
-2,358
| Closed | -$209K | – | 71 |
|
|
2017
Q2 | $209K | Buy |
+2,358
| New | +$209K | 0.06% | 66 |
|
|
2016
Q4 | – | Sell |
-2,689
| Closed | -$232K | – | 74 |
|
|
2016
Q3 | $232K | Sell |
2,689
-271
| -9% | -$23.4K | 0.07% | 59 |
|
|
2016
Q2 | $257K | Sell |
2,960
-404
| -12% | -$35.1K | 0.07% | 58 |
|
|
2016
Q1 | $252K | Sell |
3,364
-605
| -15% | -$45.3K | 0.09% | 65 |
|
|
2015
Q4 | $305K | Buy |
3,969
+217
| +6% | +$16.7K | 0.13% | 63 |
|
|
2015
Q3 | $251K | Sell |
3,752
-7,436
| -66% | -$497K | 0.12% | 73 |
|
|
2015
Q2 | $829K | Sell |
11,188
-690
| -6% | -$51.1K | 0.2% | 38 |
|
|
2015
Q1 | $926K | Buy |
11,878
+5,738
| +93% | +$447K | 0.3% | 34 |
|
|
2014
Q4 | $443K | Sell |
6,140
-91
| -1% | -$6.57K | 0.22% | 49 |
|
|
2014
Q3 | $386K | Buy |
6,231
+441
| +8% | +$27.3K | 0.11% | 78 |
|
|
2014
Q2 | $369K | Buy |
5,790
+31
| +0.5% | +$1.98K | 0.11% | 69 |
|
|
2014
Q1 | $354K | Sell |
5,759
-347
| -6% | -$21.3K | 0.11% | 67 |
|
|
2013
Q4 | $350K | Buy |
+6,106
| New | +$350K | 0.11% | 69 |
|