MWM
MDT icon

Mattern Wealth Management’s Medtronic MDT Stock Holding History

Mattern Wealth Management’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,884
Closed -$384K – 179
2024
Q2 		$384K Sell
4,884
-16,149
-77% -$1.32M 0.09% 124
2024
Q1 		$1.83M Sell
21,033
-602
-3% -$51.4K 0.45% 66
2023
Q4 		$1.78M Sell
21,635
-667
-3% -$50.8K 0.46% 61
2023
Q3 		$1.75M Buy
22,302
+818
+4% +$68.5K 0.51% 53
2023
Q2 		$1.89M Buy
21,484
+1,049
+5% +$90.3K 0.55% 53
2023
Q1 		$1.65M Sell
20,435
-3,268
-14% -$266K 0.55% 59
2022
Q4 		$1.84M Sell
23,703
-79
-0.3% -$6.4K 0.74% 47
2022
Q3 		$1.92M Sell
23,782
-195
-0.8% -$17.5K 0.77% 36
2022
Q2 		$2.15M Buy
23,977
+257
+1% +$26K 0.84% 33
2022
Q1 		$2.63M Buy
23,720
+7,025
+42% +$742K 0.86% 35
2021
Q4 		$1.73M Buy
16,695
+42
+0.3% +$4.86K 0.51% 48
2021
Q3 		$2.09M Sell
16,653
-361
-2% -$46.7K 0.7% 40
2021
Q2 		$2.14M Buy
17,014
+224
+1% +$28.1K 0.68% 42
2021
Q1 		$1.98M Buy
16,790
+778
+5% +$91.2K 0.7% 41
2020
Q4 		$1.88M Buy
16,012
+25
+0.2% +$2.75K 0.71% 40
2020
Q3 		$1.66M Sell
15,987
-920
-5% -$92.4K 0.71% 43
2020
Q2 		$1.55M Buy
16,907
+1,358
+9% +$130K 0.75% 43
2020
Q1 		$1.4M Buy
15,549
+1,185
+8% +$126K 1.01% 32
2019
Q4 		$1.63M Buy
+14,364
New +$1.58M 0.98% 39

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return