Robertson Stephens Wealth Management’s Medtronic MDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,598	Closed	-$236K	–	609
2024 Q3	$236K	Sell	2,598 -2,257	-46%	-$190K	0.01%	569
2024 Q2	$386K	Sell	4,855 -165	-3%	-$13.5K	0.02%	366
2024 Q1	$441K	Sell	5,020 -499	-9%	-$42.6K	0.02%	361
2023 Q4	$458K	Sell	5,519 -3,067	-36%	-$234K	0.03%	323
2023 Q3	$680K	Sell	8,586 -3,208	-27%	-$269K	0.05%	256
2023 Q2	$1.05M	Sell	11,794 -2,734	-19%	-$235K	0.07%	185
2023 Q1	$1.18M	Buy	14,528 +157	+1%	+$12.8K	0.09%	183
2022 Q4	$1.13M	Sell	14,371 -4,954	-26%	-$402K	0.11%	163
2022 Q3	$1.57M	Sell	19,325 -550	-3%	-$49.4K	0.16%	111
2022 Q2	$1.8M	Sell	19,875 -1,611	-7%	-$163K	0.17%	108
2022 Q1	$2.4M	Sell	21,486 -259	-1%	-$27.4K	0.2%	96
2021 Q4	$2.26M	Buy	21,745 +18,641	+601%	+$2.16M	0.19%	103
2021 Q3	$391K	Sell	3,104 -649	-17%	-$84K	0.04%	226
2021 Q2	$468K	Buy	3,753 +730	+24%	+$91.7K	0.06%	214
2021 Q1	$358K	Buy	+3,023	New	+$354K	0.06%	212