Ropes Wealth Advisors’s Medtronic MDT Stock Holding History

Ropes Wealth Advisors’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$565K	Buy	7,205 +1,269	+21%	+$99.4K	0.11%	148
2023 Q2	$523K	Buy	5,936 +2,329	+65%	+$205K	0.09%	169
2023 Q1	$291K	Sell	3,607 -374	-9%	-$30.2K	0.05%	223
2022 Q4	$309K	Buy	3,981 +497	+14%	+$38.6K	0.06%	213
2022 Q3	$281K	Buy	3,484 +52	+2%	+$4.19K	0.06%	199
2022 Q2	$308K	Buy	3,432 +2	+0.1%	+$179	0.06%	209
2022 Q1	$381K	Sell	3,430 -2,102	-38%	-$233K	0.07%	217
2021 Q4	$572K	Buy	5,532 +685	+14%	+$70.8K	0.1%	153
2021 Q3	$608K	Sell	4,847 -490	-9%	-$61.5K	0.1%	159
2021 Q2	$662K	Sell	5,337 -2,968	-36%	-$368K	0.1%	151
2021 Q1	$1.04M	Sell	8,305 -10	-0.1%	-$1.25K	0.18%	109
2020 Q4	$974K	Sell	8,315 -1,541	-16%	-$181K	0.15%	96
2020 Q3	$1.02M	Sell	9,856 -367	-4%	-$38.1K	0.2%	86
2020 Q2	$937K	Sell	10,223 -447	-4%	-$41K	0.19%	85
2020 Q1	$962K	Buy	10,670 +345	+3%	+$31.1K	0.24%	79
2019 Q4	$1.17M	Buy	10,325 +810	+9%	+$91.9K	0.25%	77
2019 Q3	$1.03M	Sell	9,515 -21	-0.2%	-$2.28K	0.22%	89
2019 Q2	$929K	Buy	9,536 +3,029	+47%	+$295K	0.2%	95
2019 Q1	$593K	Sell	6,507 -2,773	-30%	-$253K	0.16%	124
2018 Q4	$844K	Buy	9,280 +58	+0.6%	+$5.28K	0.24%	94
2018 Q3	$907K	Buy	9,222 +1,791	+24%	+$176K	0.22%	105
2018 Q2	$636K	Hold	7,431	–	–	0.17%	119
2018 Q1	$596K	Hold	7,431	–	–	0.16%	122
2017 Q4	$600K	Buy	7,431 +1,171	+19%	+$94.6K	0.16%	127
2017 Q3	$487K	Sell	6,260 -395	-6%	-$30.7K	0.13%	142
2017 Q2	$591K	Buy	6,655 +88	+1%	+$7.82K	0.17%	115
2017 Q1	$529K	Buy	6,567 +1,312	+25%	+$106K	0.15%	128
2016 Q4	$374K	Buy	5,255 +1,600	+44%	+$114K	0.12%	149
2016 Q3	$316K	Buy	3,655 +458	+14%	+$39.6K	0.11%	159
2016 Q2	$277K	Buy	3,197 +65	+2%	+$5.63K	0.1%	162
2016 Q1	$235K	Buy	3,132 +53	+2%	+$3.98K	0.1%	138
2015 Q4	$237K	Buy	3,079 +2,482	+416%	+$191K	0.1%	147
2015 Q3	$40K	Buy	597 +20	+3%	+$1.34K	0.02%	274
2015 Q2	$43K	Sell	577 -412	-42%	-$30.7K	0.02%	202
2015 Q1	$77K	Buy	+989	New	+$77K	0.04%	171