PWAG
Polaris Wealth Advisory Group’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-73,998
| Closed | -$6.52M | – | 183 |
|
|
2023
Q2 | $6.52M | Buy |
+73,998
| New | +$6.52M | 0.49% | 72 |
|
|
2022
Q2 | – | Sell |
-372,983
| Closed | -$41.9M | – | 161 |
|
|
2022
Q1 | $41.9M | Buy |
372,983
+369,938
| +12,149% | +$41.6M | 2.8% | 6 |
|
|
2021
Q4 | $315K | Sell |
3,045
-240,562
| -99% | -$24.9M | 0.02% | 148 |
|
|
2021
Q3 | $30.9M | Buy |
243,607
+8,719
| +4% | +$1.11M | 1.85% | 16 |
|
|
2021
Q2 | $29.6M | Buy |
234,888
+14,635
| +7% | +$1.85M | 1.76% | 23 |
|
|
2021
Q1 | $26.9M | Buy |
220,253
+32,122
| +17% | +$3.92M | 1.72% | 22 |
|
|
2020
Q4 | $22.5M | Buy |
+188,131
| New | +$22.5M | 1.68% | 17 |
|
|
2020
Q1 | – | Sell |
-1,750
| Closed | -$208K | – | 154 |
|
|
2019
Q4 | $208K | Buy |
+1,750
| New | +$208K | 0.01% | 145 |
|
|
2018
Q4 | – | Sell |
-1,321
| Closed | -$130K | – | 322 |
|
|
2018
Q3 | $130K | Buy |
1,321
+949
| +255% | +$93.4K | 0.01% | 177 |
|
|
2018
Q2 | $30K | Sell |
372
-744
| -67% | -$60K | ﹤0.01% | 153 |
|
|
2018
Q1 | $89K | Buy |
+1,116
| New | +$89K | 0.01% | 173 |
|
|
2015
Q3 | – | Sell |
-80,889
| Closed | -$5.99M | – | 83 |
|
|
2015
Q2 | $5.99M | Buy |
80,889
+10,848
| +15% | +$804K | 1.19% | 33 |
|
|
2015
Q1 | $5.46M | Buy |
+70,041
| New | +$5.46M | 0.99% | 28 |
|
|
2014
Q4 | – | Sell |
-7,650
| Closed | -$474K | – | 83 |
|
|
2014
Q3 | $474K | Buy |
7,650
+615
| +9% | +$38.1K | 0.11% | 60 |
|
|
2014
Q2 | $449K | Buy |
7,035
+405
| +6% | +$25.8K | 0.1% | 59 |
|
|
2014
Q1 | $408K | Buy |
+6,630
| New | +$408K | 0.1% | 61 |
|
|
2013
Q3 | – | Sell |
-9,330
| Closed | -$480K | – | 153 |
|
|
2013
Q2 | $480K | Buy |
+9,330
| New | +$480K | 0.19% | 51 |
|