MSA
Marino Stram & Associates’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Sell |
7,133
-272
| -4% | -$23.7K | 0.13% | 105 |
|
|
2025
Q1 | $665K | Sell |
7,405
-14
| -0.2% | -$1.26K | 0.15% | 100 |
|
|
2024
Q4 | $593K | Buy |
7,419
+534
| +8% | +$42.7K | 0.13% | 105 |
|
|
2024
Q3 | $620K | Buy |
6,885
+24
| +0.3% | +$2.16K | 0.14% | 104 |
|
|
2024
Q2 | $540K | Sell |
6,861
-275
| -4% | -$21.6K | 0.13% | 104 |
|
|
2024
Q1 | $622K | Buy |
7,136
+9
| +0.1% | +$784 | 0.15% | 100 |
|
|
2023
Q4 | $587K | Buy |
7,127
+126
| +2% | +$10.4K | 0.15% | 98 |
|
|
2023
Q3 | $549K | Buy |
7,001
+2,865
| +69% | +$225K | 0.16% | 94 |
|
|
2023
Q2 | $364K | Buy |
4,136
+171
| +4% | +$15.1K | 0.1% | 115 |
|
|
2023
Q1 | $320K | Buy |
3,965
+577
| +17% | +$46.5K | 0.1% | 121 |
|
|
2022
Q4 | $263K | Buy |
3,388
+242
| +8% | +$18.8K | 0.08% | 128 |
|
|
2022
Q3 | $254K | Buy |
3,146
+540
| +21% | +$43.6K | 0.09% | 121 |
|
|
2022
Q2 | $234K | Buy |
2,606
+1
| +0% | +$90 | 0.08% | 131 |
|
|
2022
Q1 | $289K | Buy |
+2,605
| New | +$289K | 0.09% | 127 |
|
|
2021
Q3 | – | Sell |
-2,983
| Closed | -$370K | – | 229 |
|
|
2021
Q2 | $370K | Buy |
+2,983
| New | +$370K | 0.1% | 165 |
|
|
2019
Q2 | – | Sell |
-227
| Closed | -$21K | – | 373 |
|
|
2019
Q1 | $21K | Sell |
227
-31
| -12% | -$2.87K | 0.02% | 239 |
|
|
2018
Q4 | $23K | Hold |
258
| – | – | 0.02% | 200 |
|
|
2018
Q3 | $25K | Buy |
258
+24
| +10% | +$2.33K | 0.02% | 225 |
|
|
2018
Q2 | $20K | Sell |
234
-192
| -45% | -$16.4K | 0.02% | 244 |
|
|
2018
Q1 | $34K | Hold |
426
| – | – | 0.03% | 195 |
|
|
2017
Q4 | $34K | Buy |
+426
| New | +$34K | 0.03% | 199 |
|