MWPCG
Measured Wealth Private Client Group’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Hold |
6,400
| – | – | 0.17% | 90 |
|
|
2025
Q1 | $575K | Sell |
6,400
-48
| -0.7% | -$4.31K | 0.18% | 76 |
|
|
2024
Q4 | $515K | Hold |
6,448
| – | – | 0.17% | 81 |
|
|
2024
Q3 | $581K | Sell |
6,448
-150
| -2% | -$13.5K | 0.19% | 67 |
|
|
2024
Q2 | $519K | Hold |
6,598
| – | – | 0.18% | 87 |
|
|
2024
Q1 | $575K | Sell |
6,598
-7
| -0.1% | -$610 | 0.2% | 82 |
|
|
2023
Q4 | $544K | Buy |
6,605
+17
| +0.3% | +$1.4K | 0.2% | 83 |
|
|
2023
Q3 | $516K | Buy |
6,588
+90
| +1% | +$7.05K | 0.21% | 77 |
|
|
2023
Q2 | $572K | Hold |
6,498
| – | – | 0.22% | 74 |
|
|
2023
Q1 | $524K | Sell |
6,498
-120
| -2% | -$9.67K | 0.2% | 79 |
|
|
2022
Q4 | $514K | Sell |
6,618
-1,154
| -15% | -$89.7K | 0.21% | 64 |
|
|
2022
Q3 | $628K | Hold |
7,772
| – | – | 0.28% | 49 |
|
|
2022
Q2 | $698K | Buy |
7,772
+52
| +0.7% | +$4.67K | 0.31% | 47 |
|
|
2022
Q1 | $857K | Sell |
7,720
-6
| -0.1% | -$666 | 0.32% | 38 |
|
|
2021
Q4 | $799K | Hold |
7,726
| – | – | 0.28% | 50 |
|
|
2021
Q3 | $968K | Buy |
7,726
+2
| +0% | +$251 | 0.37% | 42 |
|
|
2021
Q2 | $959K | Buy |
7,724
+5,397
| +232% | +$670K | 0.31% | 51 |
|
|
2021
Q1 | $275K | Sell |
2,327
-28
| -1% | -$3.31K | 0.1% | 122 |
|
|
2020
Q4 | $276K | Sell |
2,355
-130
| -5% | -$15.2K | 0.12% | 104 |
|
|
2020
Q3 | $258K | Buy |
+2,485
| New | +$258K | 0.12% | 99 |
|
|
2018
Q4 | – | Sell |
-855
| Closed | -$84K | – | 451 |
|
|
2018
Q3 | $84K | Buy |
+855
| New | +$84K | 0.05% | 262 |
|