LWA
Lineweaver Wealth Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
22,465
+2,454
| +12% | +$214K | 0.31% | 62 |
|
|
2025
Q1 | $1.8M | Buy |
20,011
+1,129
| +6% | +$101K | 0.31% | 64 |
|
|
2024
Q4 | $1.51M | Sell |
18,882
-3,823
| -17% | -$305K | 0.28% | 72 |
|
|
2024
Q3 | $2.04M | Sell |
22,705
-234
| -1% | -$21.1K | 0.39% | 48 |
|
|
2024
Q2 | $1.81M | Buy |
22,939
+272
| +1% | +$21.4K | 0.37% | 50 |
|
|
2024
Q1 | $1.98M | Buy |
22,667
+2,572
| +13% | +$224K | 0.47% | 44 |
|
|
2023
Q4 | $1.66M | Buy |
20,095
+9,365
| +87% | +$772K | 0.43% | 47 |
|
|
2023
Q3 | $841K | Buy |
+10,730
| New | +$841K | 0.24% | 69 |
|
|
2022
Q2 | – | Sell |
-2,009
| Closed | -$222K | – | 148 |
|
|
2022
Q1 | $222K | Sell |
2,009
-487
| -20% | -$53.8K | 0.06% | 131 |
|
|
2021
Q4 | $258K | Sell |
2,496
-300
| -11% | -$31K | 0.07% | 119 |
|
|
2021
Q3 | $350K | Buy |
2,796
+231
| +9% | +$28.9K | 0.11% | 96 |
|
|
2021
Q2 | $318K | Buy |
2,565
+113
| +5% | +$14K | 0.1% | 97 |
|
|
2021
Q1 | $289K | Buy |
2,452
+357
| +17% | +$42.1K | 0.1% | 91 |
|
|
2020
Q4 | $245K | Sell |
2,095
-205
| -9% | -$24K | 0.1% | 86 |
|
|
2020
Q3 | $239K | Buy |
2,300
+103
| +5% | +$10.7K | 0.11% | 78 |
|
|
2020
Q2 | $201K | Buy |
+2,197
| New | +$201K | 0.1% | 79 |
|