J.P. Morgan Private Wealth Advisors’s Medtronic MDT Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$62.6M	Buy	+799,408	New	+$62.6M	0.18%	130
2023 Q2	–	Sell	-1,376,837	Closed	-$111M	–	1731
2023 Q1	$111M	Buy	1,376,837 +116,081	+9%	+$9.36M	0.24%	98
2022 Q4	$98M	Sell	1,260,756 -157,643	-11%	-$12.3M	0.22%	110
2022 Q3	$115M	Sell	1,418,399 -90,367	-6%	-$7.3M	0.3%	83
2022 Q2	$135M	Buy	1,508,766 +74,336	+5%	+$6.67M	0.35%	76
2022 Q1	$159M	Buy	1,434,430 +112,286	+8%	+$12.5M	0.34%	73
2021 Q4	$137M	Buy	1,322,144 +111,115	+9%	+$11.5M	0.29%	81
2021 Q3	$152M	Buy	1,211,029 +55,248	+5%	+$6.93M	0.37%	64
2021 Q2	$143M	Buy	1,155,781 +61,573	+6%	+$7.64M	0.37%	63
2021 Q1	$129M	Sell	1,094,208 -32,202	-3%	-$3.8M	0.42%	59
2020 Q4	$132M	Buy	1,126,410 +12,578	+1%	+$1.47M	0.43%	58
2020 Q3	$116M	Buy	1,113,832 +59,195	+6%	+$6.15M	0.45%	59
2020 Q2	$96.7M	Buy	1,054,637 +69,507	+7%	+$6.37M	0.44%	61
2020 Q1	$88.8M	Buy	985,130 +197,180	+25%	+$17.8M	0.5%	48
2019 Q4	$89.4M	Buy	787,950 +20,520	+3%	+$2.33M	0.41%	65
2019 Q3	$83.4M	Buy	767,430 +55,274	+8%	+$6M	0.43%	59
2019 Q2	$69.4M	Buy	712,156 +2,665	+0.4%	+$260K	0.38%	66
2019 Q1	$64.6M	Buy	709,491 +23,258	+3%	+$2.12M	0.34%	73
2018 Q4	$62.4M	Buy	686,233 +20,861	+3%	+$1.9M	0.38%	66
2018 Q3	$65.5M	Sell	665,372 -10,465	-2%	-$1.03M	0.32%	77
2018 Q2	$57.9M	Buy	675,837 +42,108	+7%	+$3.6M	0.32%	75
2018 Q1	$50.8M	Buy	633,729 +12,847	+2%	+$1.03M	0.34%	68
2017 Q4	$50.1M	Buy	620,882 +6,138	+1%	+$496K	0.33%	82
2017 Q3	$47.8M	Buy	614,744 +13,332	+2%	+$1.04M	0.34%	77
2017 Q2	$53.4M	Sell	601,412 -12,429	-2%	-$1.1M	0.41%	66
2017 Q1	$49.5M	Sell	613,841 -29,516	-5%	-$2.38M	0.38%	70
2016 Q4	$45.8M	Sell	643,357 -79,903	-11%	-$5.69M	0.4%	70
2016 Q3	$62.5M	Buy	723,260 +15,507	+2%	+$1.34M	0.58%	49
2016 Q2	$61.4M	Buy	707,753 +169,115	+31%	+$14.7M	0.6%	46
2016 Q1	$40.4M	Buy	538,638 +32,837	+6%	+$2.46M	0.39%	68
2015 Q4	$38.9M	Buy	505,801 +42,612	+9%	+$3.28M	0.4%	74
2015 Q3	$31M	Sell	463,189 -28,499	-6%	-$1.91M	0.39%	76
2015 Q2	$36.4M	Buy	491,688 +22,140	+5%	+$1.64M	0.42%	70
2015 Q1	$36.6M	Buy	469,548 +100,984	+27%	+$7.88M	0.42%	69
2014 Q4	$26.6M	Buy	368,564 +34,828	+10%	+$2.51M	0.32%	85
2014 Q3	$20.7M	Buy	333,736 +62,426	+23%	+$3.87M	0.27%	101
2014 Q2	$17.3M	Buy	271,310 +14,186	+6%	+$905K	0.29%	97
2014 Q1	$15.8M	Buy	257,124 +25,994	+11%	+$1.6M	0.29%	99
2013 Q4	$13.3M	Buy	231,130 +16,632	+8%	+$955K	0.27%	103
2013 Q3	$11.4M	Buy	214,498 +3,198	+2%	+$170K	0.26%	110
2013 Q2	$10.9M	Buy	+211,300	New	+$10.9M	0.27%	107