KPWS
Kestra Private Wealth Services’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.81M | Buy |
112,558
+3,970
| +4% | +$346K | 0.14% | 170 |
|
|
2025
Q1 | $9.76M | Buy |
108,588
+5,307
| +5% | +$477K | 0.16% | 147 |
|
|
2024
Q4 | $8.25M | Buy |
103,281
+5,942
| +6% | +$475K | 0.14% | 165 |
|
|
2024
Q3 | $8.76M | Sell |
97,339
-2,017
| -2% | -$182K | 0.16% | 142 |
|
|
2024
Q2 | $7.82M | Sell |
99,356
-9,966
| -9% | -$784K | 0.16% | 146 |
|
|
2024
Q1 | $9.53M | Buy |
109,322
+14,004
| +15% | +$1.22M | 0.21% | 114 |
|
|
2023
Q4 | $7.85M | Buy |
95,318
+11,162
| +13% | +$920K | 0.2% | 127 |
|
|
2023
Q3 | $6.59M | Sell |
84,156
-3,138
| -4% | -$246K | 0.21% | 123 |
|
|
2023
Q2 | $7.69M | Buy |
87,294
+7,458
| +9% | +$657K | 0.26% | 97 |
|
|
2023
Q1 | $6.44M | Buy |
79,836
+21,398
| +37% | +$1.73M | 0.26% | 102 |
|
|
2022
Q4 | $4.54M | Buy |
58,438
+4,636
| +9% | +$360K | 0.23% | 116 |
|
|
2022
Q3 | $4.34M | Buy |
53,802
+5,084
| +10% | +$410K | 0.25% | 103 |
|
|
2022
Q2 | $4.37M | Buy |
48,718
+18,616
| +62% | +$1.67M | 0.25% | 107 |
|
|
2022
Q1 | $3.34M | Sell |
30,102
-4,323
| -13% | -$480K | 0.17% | 146 |
|
|
2021
Q4 | $3.56M | Buy |
34,425
+4,784
| +16% | +$495K | 0.17% | 138 |
|
|
2021
Q3 | $3.72M | Buy |
29,641
+1,020
| +4% | +$128K | 0.21% | 118 |
|
|
2021
Q2 | $3.55M | Sell |
28,621
-959
| -3% | -$119K | 0.22% | 116 |
|
|
2021
Q1 | $3.49M | Buy |
29,580
+2,648
| +10% | +$313K | 0.24% | 94 |
|
|
2020
Q4 | $3.11M | Buy |
26,932
+179
| +0.7% | +$20.7K | 0.23% | 105 |
|
|
2020
Q3 | $2.78M | Buy |
+26,753
| New | +$2.78M | 0.24% | 100 |
|