JPWM
Jamison Private Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Sell |
6,652
-73
| -1% | -$6.36K | 0.08% | 137 |
|
|
2025
Q1 | $604K | Sell |
6,725
-685
| -9% | -$61.6K | 0.09% | 133 |
|
|
2024
Q4 | $592K | Sell |
7,410
-346
| -4% | -$27.6K | 0.09% | 132 |
|
|
2024
Q3 | $698K | Buy |
7,756
+92
| +1% | +$8.28K | 0.11% | 121 |
|
|
2024
Q2 | $603K | Sell |
7,664
-61
| -0.8% | -$4.8K | 0.1% | 123 |
|
|
2024
Q1 | $673K | Buy |
7,725
+635
| +9% | +$55.3K | 0.11% | 121 |
|
|
2023
Q4 | $584K | Buy |
7,090
+283
| +4% | +$23.3K | 0.11% | 124 |
|
|
2023
Q3 | $533K | Buy |
+6,807
| New | +$533K | 0.11% | 122 |
|