QPWM
Quadrant Private Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,271
| Closed | -$206K | – | 263 |
|
|
2025
Q1 | $206K | Buy |
+2,271
| New | +$206K | 0.05% | 223 |
|
|
2024
Q4 | – | Sell |
-3,186
| Closed | -$289K | – | 251 |
|
|
2024
Q3 | $289K | Buy |
3,186
+90
| +3% | +$8.17K | 0.07% | 191 |
|
|
2024
Q2 | $246K | Buy |
3,096
+49
| +2% | +$3.89K | 0.06% | 211 |
|
|
2024
Q1 | $268K | Sell |
3,047
-91
| -3% | -$7.99K | 0.07% | 190 |
|
|
2023
Q4 | $261K | Sell |
3,138
-75
| -2% | -$6.23K | 0.07% | 187 |
|
|
2023
Q3 | $254K | Sell |
3,213
-105
| -3% | -$8.3K | 0.09% | 180 |
|
|
2023
Q2 | $295K | Sell |
3,318
-90
| -3% | -$7.99K | 0.09% | 186 |
|
|
2023
Q1 | $277K | Sell |
3,408
-79
| -2% | -$6.42K | 0.09% | 194 |
|
|
2022
Q4 | $273K | Buy |
+3,487
| New | +$273K | 0.09% | 191 |
|
|
2022
Q2 | $274K | Buy |
3,032
+323
| +12% | +$29.2K | 0.11% | 155 |
|
|
2022
Q1 | $302K | Sell |
2,709
-151
| -5% | -$16.8K | 0.11% | 158 |
|
|
2021
Q4 | $296K | Sell |
2,860
-108
| -4% | -$11.2K | 0.11% | 169 |
|
|
2021
Q3 | $372K | Sell |
2,968
-50
| -2% | -$6.27K | 0.15% | 138 |
|
|
2021
Q2 | $375K | Sell |
3,018
-73
| -2% | -$9.07K | 0.15% | 134 |
|
|
2021
Q1 | $365K | Sell |
3,091
-560
| -15% | -$66.1K | 0.16% | 131 |
|
|
2020
Q4 | $428K | Sell |
3,651
-2,373
| -39% | -$278K | 0.19% | 111 |
|
|
2020
Q3 | $626K | Sell |
6,024
-235
| -4% | -$24.4K | 0.31% | 78 |
|
|
2020
Q2 | $574K | Sell |
6,259
-741
| -11% | -$68K | 0.33% | 72 |
|
|
2020
Q1 | $631K | Buy |
7,000
+3,137
| +81% | +$283K | 0.53% | 54 |
|
|
2019
Q4 | $438K | Hold |
3,863
| – | – | 0.39% | 63 |
|
|
2019
Q3 | $420K | Buy |
3,863
+40
| +1% | +$4.35K | 0.39% | 63 |
|
|
2019
Q2 | $372K | Hold |
3,823
| – | – | 0.34% | 71 |
|
|
2019
Q1 | $348K | Hold |
3,823
| – | – | 0.32% | 71 |
|
|
2018
Q4 | $348K | Buy |
3,823
+497
| +15% | +$45.2K | 0.37% | 67 |
|
|
2018
Q3 | $327K | Buy |
3,326
+689
| +26% | +$67.7K | 0.29% | 69 |
|
|
2018
Q2 | $226K | Buy |
2,637
+103
| +4% | +$8.83K | 0.22% | 82 |
|
|
2018
Q1 | $203K | Buy |
+2,534
| New | +$203K | 0.27% | 82 |
|