LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.9K | Hold |
985
| – | – | ﹤0.01% | 357 |
|
|
2025
Q1 | $82.5K | Hold |
985
| – | – | ﹤0.01% | 349 |
|
|
2024
Q4 | $91.1K | Hold |
985
| – | – | ﹤0.01% | 354 |
|
|
2024
Q3 | $89.6K | Sell |
985
-55
| -5% | -$5K | ﹤0.01% | 346 |
|
|
2024
Q2 | $81.2K | Sell |
1,040
-16
| -2% | -$1.25K | ﹤0.01% | 354 |
|
|
2024
Q1 | $85.1K | Sell |
1,056
-510
| -33% | -$41.1K | ﹤0.01% | 348 |
|
|
2023
Q4 | $137K | Sell |
1,566
-110
| -7% | -$9.63K | ﹤0.01% | 315 |
|
|
2023
Q3 | $121K | Sell |
1,676
-400
| -19% | -$28.8K | ﹤0.01% | 333 |
|
|
2023
Q2 | $183K | Sell |
2,076
-301
| -13% | -$26.5K | ﹤0.01% | 302 |
|
|
2023
Q1 | $192K | Sell |
2,377
-2,075
| -47% | -$167K | ﹤0.01% | 282 |
|
|
2022
Q4 | $346K | Sell |
4,452
-2,503
| -36% | -$195K | ﹤0.01% | 231 |
|
|
2022
Q3 | $562K | Sell |
6,955
-542
| -7% | -$43.8K | 0.01% | 190 |
|
|
2022
Q2 | $673K | Sell |
7,497
-1,285
| -15% | -$115K | 0.01% | 183 |
|
|
2022
Q1 | $974K | Sell |
8,782
-1,945
| -18% | -$216K | 0.01% | 163 |
|
|
2021
Q4 | $1.11M | Buy |
10,727
+231
| +2% | +$23.9K | 0.01% | 165 |
|
|
2021
Q3 | $1.32M | Sell |
10,496
-87
| -0.8% | -$10.9K | 0.01% | 147 |
|
|
2021
Q2 | $1.31M | Buy |
10,583
+6,203
| +142% | +$770K | 0.01% | 153 |
|
|
2021
Q1 | $517K | Buy |
4,380
+1,370
| +46% | +$162K | 0.01% | 209 |
|
|
2020
Q4 | $353K | Buy |
3,010
+210
| +8% | +$24.6K | ﹤0.01% | 235 |
|
|
2020
Q3 | $291K | Hold |
2,800
| – | – | ﹤0.01% | 236 |
|
|
2020
Q2 | $257K | Sell |
2,800
-600
| -18% | -$55.1K | ﹤0.01% | 232 |
|
|
2020
Q1 | $307K | Sell |
3,400
-2,146
| -39% | -$194K | 0.01% | 208 |
|
|
2019
Q4 | $629K | Sell |
5,546
-755
| -12% | -$85.6K | 0.01% | 185 |
|
|
2019
Q3 | $684K | Buy |
6,301
+1,795
| +40% | +$195K | 0.01% | 178 |
|
|
2019
Q2 | $439K | Buy |
4,506
+600
| +15% | +$58.5K | 0.01% | 203 |
|
|
2019
Q1 | $356K | Sell |
3,906
-7,219
| -65% | -$658K | 0.01% | 213 |
|
|
2018
Q4 | $1.01M | Buy |
11,125
+7,540
| +210% | +$686K | 0.02% | 147 |
|
|
2018
Q3 | $353K | Sell |
3,585
-337
| -9% | -$33.2K | 0.01% | 223 |
|
|
2018
Q2 | $336K | Sell |
3,922
-2,023
| -34% | -$173K | 0.01% | 229 |
|
|
2018
Q1 | $477K | Hold |
5,945
| – | – | 0.01% | 205 |
|
|
2017
Q4 | $480K | Buy |
5,945
+35
| +0.6% | +$2.83K | 0.01% | 203 |
|
|
2017
Q3 | $460K | Hold |
5,910
| – | – | 0.01% | 199 |
|
|
2017
Q2 | $496K | Sell |
5,910
-50
| -0.8% | -$4.2K | 0.01% | 192 |
|
|
2017
Q1 | $480K | Sell |
5,960
-2,076
| -26% | -$167K | 0.01% | 192 |
|
|
2016
Q4 | $572K | Sell |
8,036
-2,463
| -23% | -$175K | 0.01% | 183 |
|
|
2016
Q3 | $907K | Sell |
10,499
-1,022
| -9% | -$88.3K | 0.02% | 154 |
|
|
2016
Q2 | $1M | Sell |
11,521
-3,658
| -24% | -$318K | 0.02% | 151 |
|
|
2016
Q1 | $1.14M | Buy |
15,179
+69
| +0.5% | +$5.17K | 0.03% | 142 |
|
|
2015
Q4 | $1.16M | Sell |
15,110
-3,606
| -19% | -$277K | 0.03% | 145 |
|
|
2015
Q3 | $1.39M | Hold |
18,716
| – | – | 0.04% | 134 |
|
|
2015
Q2 | $1.39M | Sell |
18,716
-5,464
| -23% | -$405K | 0.04% | 134 |
|
|
2015
Q1 | $1.89M | Sell |
24,180
-11,098
| -31% | -$866K | 0.05% | 116 |
|
|
2014
Q4 | $2.55M | Sell |
35,278
-1,530
| -4% | -$110K | 0.07% | 107 |
|
|
2014
Q3 | $2.28M | Sell |
36,808
-1,945
| -5% | -$120K | 0.06% | 111 |
|
|
2014
Q2 | $2.47M | Sell |
38,753
-23,527
| -38% | -$1.5M | 0.07% | 107 |
|
|
2014
Q1 | $3.83M | Sell |
62,280
-23,597
| -27% | -$1.45M | 0.1% | 96 |
|
|
2013
Q4 | $4.93M | Sell |
85,877
-18,061
| -17% | -$1.04M | 0.14% | 92 |
|
|
2013
Q3 | $5.54M | Sell |
103,938
-62,473
| -38% | -$3.33M | 0.17% | 87 |
|
|
2013
Q2 | $8.57M | Buy |
+166,411
| New | +$8.57M | 0.27% | 69 |
|