Ropes Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $565K | Buy |
7,205
+1,269
| +21% | +$106K | 0.11% | 148 |
|
|
2023
Q2 | $523K | Buy |
5,936
+2,329
| +65% | +$201K | 0.09% | 169 |
|
|
2023
Q1 | $291K | Sell |
3,607
-374
| -9% | -$30.5K | 0.05% | 223 |
|
|
2022
Q4 | $309K | Buy |
3,981
+497
| +14% | +$40.3K | 0.06% | 213 |
|
|
2022
Q3 | $281K | Buy |
3,484
+52
| +2% | +$4.67K | 0.06% | 199 |
|
|
2022
Q2 | $308K | Buy |
3,432
+2
| +0.1% | +$203 | 0.06% | 209 |
|
|
2022
Q1 | $381K | Sell |
3,430
-2,102
| -38% | -$222K | 0.07% | 217 |
|
|
2021
Q4 | $572K | Buy |
5,532
+685
| +14% | +$79.3K | 0.1% | 153 |
|
|
2021
Q3 | $608K | Sell |
4,847
-490
| -9% | -$63.4K | 0.1% | 159 |
|
|
2021
Q2 | $662K | Sell |
5,337
-2,968
| -36% | -$373K | 0.1% | 151 |
|
|
2021
Q1 | $1.04M | Sell |
8,305
-10
| -0.1% | -$1.17K | 0.18% | 109 |
|
|
2020
Q4 | $974K | Sell |
8,315
-1,541
| -16% | -$170K | 0.15% | 96 |
|
|
2020
Q3 | $1.02M | Sell |
9,856
-367
| -4% | -$36.9K | 0.2% | 86 |
|
|
2020
Q2 | $937K | Sell |
10,223
-447
| -4% | -$42.9K | 0.19% | 85 |
|
|
2020
Q1 | $962K | Buy |
10,670
+345
| +3% | +$36.7K | 0.24% | 79 |
|
|
2019
Q4 | $1.17M | Buy |
10,325
+810
| +9% | +$88.9K | 0.25% | 77 |
|
|
2019
Q3 | $1.03M | Sell |
9,515
-21
| -0.2% | -$2.19K | 0.22% | 89 |
|
|
2019
Q2 | $929K | Buy |
9,536
+3,029
| +47% | +$277K | 0.2% | 95 |
|
|
2019
Q1 | $593K | Sell |
6,507
-2,773
| -30% | -$248K | 0.16% | 124 |
|
|
2018
Q4 | $844K | Buy |
9,280
+58
| +0.6% | +$5.42K | 0.24% | 94 |
|
|
2018
Q3 | $907K | Buy |
9,222
+1,791
| +24% | +$166K | 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% | +$93.8K | 0.16% | 127 |
|
|
2017
Q3 | $487K | Sell |
6,260
-395
| -6% | -$32.8K | 0.13% | 142 |
|
|
2017
Q2 | $591K | Buy |
6,655
+88
| +1% | +$7.42K | 0.17% | 115 |
|
|
2017
Q1 | $529K | Buy |
6,567
+1,312
| +25% | +$102K | 0.15% | 128 |
|
|
2016
Q4 | $374K | Buy |
5,255
+1,600
| +44% | +$126K | 0.12% | 149 |
|
|
2016
Q3 | $316K | Buy |
3,655
+458
| +14% | +$39.9K | 0.11% | 159 |
|
|
2016
Q2 | $277K | Buy |
3,197
+65
| +2% | +$5.26K | 0.1% | 162 |
|
|
2016
Q1 | $235K | Buy |
3,132
+53
| +2% | +$3.99K | 0.1% | 138 |
|
|
2015
Q4 | $237K | Buy |
3,079
+2,482
| +416% | +$187K | 0.1% | 147 |
|
|
2015
Q3 | $40K | Buy |
597
+20
| +3% | +$1.47K | 0.02% | 274 |
|
|
2015
Q2 | $43K | Sell |
577
-412
| -42% | -$31.5K | 0.02% | 202 |
|
|
2015
Q1 | $77K | Buy |
+989
| New | +$75K | 0.04% | 171 |
|
Other funds holding MDT
