MWM
Mattern Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,884
| Closed | -$384K | – | 179 |
|
|
2024
Q2 | $384K | Sell |
4,884
-16,149
| -77% | -$1.27M | 0.09% | 124 |
|
|
2024
Q1 | $1.83M | Sell |
21,033
-602
| -3% | -$52.5K | 0.45% | 66 |
|
|
2023
Q4 | $1.78M | Sell |
21,635
-667
| -3% | -$54.9K | 0.46% | 61 |
|
|
2023
Q3 | $1.75M | Buy |
22,302
+818
| +4% | +$64.1K | 0.51% | 53 |
|
|
2023
Q2 | $1.89M | Buy |
21,484
+1,049
| +5% | +$92.4K | 0.55% | 53 |
|
|
2023
Q1 | $1.65M | Sell |
20,435
-3,268
| -14% | -$263K | 0.55% | 59 |
|
|
2022
Q4 | $1.84M | Sell |
23,703
-79
| -0.3% | -$6.14K | 0.74% | 47 |
|
|
2022
Q3 | $1.92M | Sell |
23,782
-195
| -0.8% | -$15.7K | 0.77% | 36 |
|
|
2022
Q2 | $2.15M | Buy |
23,977
+257
| +1% | +$23.1K | 0.84% | 33 |
|
|
2022
Q1 | $2.63M | Buy |
23,720
+7,025
| +42% | +$780K | 0.86% | 35 |
|
|
2021
Q4 | $1.73M | Buy |
16,695
+42
| +0.3% | +$4.35K | 0.51% | 48 |
|
|
2021
Q3 | $2.09M | Sell |
16,653
-361
| -2% | -$45.2K | 0.7% | 40 |
|
|
2021
Q2 | $2.14M | Buy |
17,014
+224
| +1% | +$28.2K | 0.68% | 42 |
|
|
2021
Q1 | $1.98M | Buy |
16,790
+778
| +5% | +$91.9K | 0.7% | 41 |
|
|
2020
Q4 | $1.88M | Buy |
16,012
+25
| +0.2% | +$2.93K | 0.71% | 40 |
|
|
2020
Q3 | $1.66M | Sell |
15,987
-920
| -5% | -$95.6K | 0.71% | 43 |
|
|
2020
Q2 | $1.55M | Buy |
16,907
+1,358
| +9% | +$124K | 0.75% | 43 |
|
|
2020
Q1 | $1.4M | Buy |
15,549
+1,185
| +8% | +$107K | 1.01% | 32 |
|
|
2019
Q4 | $1.63M | Buy |
+14,364
| New | +$1.63M | 0.98% | 39 |
|