LWAM
Legacy Wealth Asset Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
16,935
+10
| +0.1% | +$872 | 0.38% | 65 |
|
|
2025
Q1 | $1.52M | Sell |
16,925
-3
| -0% | -$270 | 0.42% | 65 |
|
|
2024
Q4 | $1.35M | Sell |
16,928
-95
| -0.6% | -$7.59K | 0.37% | 65 |
|
|
2024
Q3 | $1.53M | Sell |
17,023
-1,076
| -6% | -$96.9K | 0.41% | 67 |
|
|
2024
Q2 | $1.42M | Buy |
18,099
+214
| +1% | +$16.8K | 0.4% | 68 |
|
|
2024
Q1 | $1.56M | Buy |
17,885
+313
| +2% | +$27.3K | 0.43% | 58 |
|
|
2023
Q4 | $1.45M | Sell |
17,572
-845
| -5% | -$69.6K | 0.48% | 58 |
|
|
2023
Q3 | $1.44M | Sell |
18,417
-2,899
| -14% | -$227K | 0.53% | 51 |
|
|
2023
Q2 | $1.88M | Sell |
21,316
-4,545
| -18% | -$400K | 0.66% | 32 |
|
|
2023
Q1 | $2.08M | Sell |
25,861
-15
| -0.1% | -$1.21K | 0.75% | 19 |
|
|
2022
Q4 | $2.01M | Sell |
25,876
-75
| -0.3% | -$5.83K | 0.77% | 19 |
|
|
2022
Q3 | $2.1M | Sell |
25,951
-753
| -3% | -$60.8K | 0.92% | 9 |
|
|
2022
Q2 | $2.4M | Buy |
26,704
+107
| +0.4% | +$9.61K | 0.97% | 13 |
|
|
2022
Q1 | $2.95M | Buy |
26,597
+183
| +0.7% | +$20.3K | 1.05% | 11 |
|
|
2021
Q4 | $2.73M | Buy |
26,414
+1,181
| +5% | +$122K | 0.93% | 12 |
|
|
2021
Q3 | $3.16M | Sell |
25,233
-113
| -0.4% | -$14.2K | 1.45% | 6 |
|
|
2021
Q2 | $3.15M | Buy |
25,346
+119
| +0.5% | +$14.8K | 1.4% | 5 |
|
|
2021
Q1 | $2.98M | Buy |
25,227
+8,797
| +54% | +$1.04M | 1.38% | 6 |
|
|
2020
Q4 | $1.93M | Buy |
+16,430
| New | +$1.93M | 0.97% | 11 |
|