PBMares Wealth Management’s Medtronic MDT Stock Holding History

PBMares 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
2022 Q2	–	Sell	-1,962	Closed	-$218K	–	163
2022 Q1	$218K	Hold	1,962	–	–	0.13%	139
2021 Q4	$203K	Hold	1,962	–	–	0.09%	152
2021 Q3	$246K	Hold	1,962	–	–	0.12%	137
2021 Q2	$244K	Hold	1,962	–	–	0.13%	134
2021 Q1	$232K	Hold	1,962	–	–	0.19%	129
2020 Q4	$230K	Hold	1,962	–	–	0.26%	114
2020 Q3	$204K	Buy	+1,962	New	+$197K	0.3%	102
2020 Q1	–	Sell	-2,312	Closed	-$262K	–	124
2019 Q4	$262K	Buy	+2,312	New	+$254K	0.31%	99

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PBMares Wealth Management's MDT Position: Q2 2022 in Review

PBMares Wealth Management sold out of Medtronic (MDT) in Q2 2022, closing a stake of 1,962 shares — an estimated $218K sold.

PBMares Wealth Management first reported a position in MDT in Q4 2019 and held it in 8 quarters. The position peaked at $262K in Q4 2019. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

PBMares Wealth Management reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
PBMares Wealth Management sold 1,962 Medtronic shares in Q2 2022, an estimated $218K.
PBMares Wealth Management first reported a position in Medtronic in Q4 2019 and held it in 8 quarters.
PBMares Wealth Management's Medtronic position peaked at $262K in Q4 2019.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on PBMares Wealth Management's 13F filing for Q2 2022, filed 21 Jul 2022.