IWA
IVC Wealth Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Buy |
5,821
+217
| +4% | +$18.9K | 0.25% | 75 |
|
|
2025
Q1 | $504K | Buy |
5,604
+535
| +11% | +$48.1K | 0.27% | 76 |
|
|
2024
Q4 | $405K | Sell |
5,069
-387
| -7% | -$30.9K | 0.23% | 85 |
|
|
2024
Q3 | $491K | Sell |
5,456
-1,481
| -21% | -$133K | 0.27% | 79 |
|
|
2024
Q2 | $546K | Buy |
6,937
+667
| +11% | +$52.5K | 0.31% | 77 |
|
|
2024
Q1 | $546K | Buy |
6,270
+592
| +10% | +$51.6K | 0.32% | 77 |
|
|
2023
Q4 | $468K | Sell |
5,678
-164
| -3% | -$13.5K | 0.29% | 81 |
|
|
2023
Q3 | $458K | Sell |
5,842
-59
| -1% | -$4.62K | 0.31% | 83 |
|
|
2023
Q2 | $520K | Buy |
5,901
+93
| +2% | +$8.19K | 0.33% | 76 |
|
|
2023
Q1 | $468K | Sell |
5,808
-3,854
| -40% | -$311K | 0.33% | 73 |
|
|
2022
Q4 | $430K | Buy |
9,662
+4,100
| +74% | +$182K | 0.32% | 83 |
|
|
2022
Q3 | $449K | Buy |
5,562
+166
| +3% | +$13.4K | 0.36% | 68 |
|
|
2022
Q2 | $484K | Buy |
5,396
+121
| +2% | +$10.9K | 0.37% | 65 |
|
|
2022
Q1 | $585K | Buy |
5,275
+443
| +9% | +$49.1K | 0.38% | 63 |
|
|
2021
Q4 | $500K | Sell |
4,832
-2
| -0% | -$207 | 0.32% | 81 |
|
|
2021
Q3 | $606K | Buy |
4,834
+150
| +3% | +$18.8K | 0.42% | 63 |
|
|
2021
Q2 | $581K | Buy |
4,684
+245
| +6% | +$30.4K | 0.41% | 68 |
|
|
2021
Q1 | $524K | Sell |
4,439
-83
| -2% | -$9.8K | 0.41% | 70 |
|
|
2020
Q4 | $530K | Buy |
+4,522
| New | +$530K | 0.51% | 56 |
|