RSWM
Robertson Stephens Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,598
| Closed | -$236K | – | 606 |
|
|
2024
Q3 | $236K | Sell |
2,598
-2,257
| -46% | -$205K | 0.01% | 566 |
|
|
2024
Q2 | $386K | Sell |
4,855
-165
| -3% | -$13.1K | 0.02% | 363 |
|
|
2024
Q1 | $441K | Sell |
5,020
-499
| -9% | -$43.8K | 0.02% | 359 |
|
|
2023
Q4 | $458K | Sell |
5,519
-3,067
| -36% | -$254K | 0.03% | 322 |
|
|
2023
Q3 | $680K | Sell |
8,586
-3,208
| -27% | -$254K | 0.05% | 256 |
|
|
2023
Q2 | $1.05M | Sell |
11,794
-2,734
| -19% | -$243K | 0.07% | 184 |
|
|
2023
Q1 | $1.18M | Buy |
14,528
+157
| +1% | +$12.8K | 0.09% | 183 |
|
|
2022
Q4 | $1.13M | Sell |
14,371
-4,954
| -26% | -$389K | 0.11% | 162 |
|
|
2022
Q3 | $1.57M | Sell |
19,325
-550
| -3% | -$44.8K | 0.16% | 109 |
|
|
2022
Q2 | $1.8M | Sell |
19,875
-1,611
| -7% | -$146K | 0.17% | 106 |
|
|
2022
Q1 | $2.4M | Sell |
21,486
-259
| -1% | -$28.9K | 0.2% | 95 |
|
|
2021
Q4 | $2.26M | Buy |
21,745
+18,641
| +601% | +$1.94M | 0.19% | 102 |
|
|
2021
Q3 | $391K | Sell |
3,104
-649
| -17% | -$81.8K | 0.04% | 225 |
|
|
2021
Q2 | $468K | Buy |
3,753
+730
| +24% | +$91K | 0.06% | 214 |
|
|
2021
Q1 | $358K | Buy |
+3,023
| New | +$358K | 0.06% | 212 |
|