SPWG
Sage Private Wealth Group’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
4,072
+587
| +17% | +$51.2K | 0.23% | 66 |
|
|
2025
Q1 | $313K | Sell |
3,485
-164
| -4% | -$14.7K | 0.24% | 64 |
|
|
2024
Q4 | $292K | Sell |
3,649
-59
| -2% | -$4.71K | 0.22% | 68 |
|
|
2024
Q3 | $334K | Sell |
3,708
-427
| -10% | -$38.5K | 0.26% | 66 |
|
|
2024
Q2 | $325K | Buy |
4,135
+977
| +31% | +$76.9K | 0.27% | 61 |
|
|
2024
Q1 | $275K | Buy |
3,158
+618
| +24% | +$53.9K | 0.22% | 66 |
|
|
2023
Q4 | $209K | Sell |
2,540
-320
| -11% | -$26.4K | 0.19% | 56 |
|
|
2023
Q3 | $224K | Buy |
2,860
+29
| +1% | +$2.27K | 0.31% | 43 |
|
|
2023
Q2 | $249K | Buy |
2,831
+3
| +0.1% | +$264 | 0.34% | 40 |
|
|
2023
Q1 | $228K | Buy |
+2,828
| New | +$228K | 0.26% | 41 |
|
|
2022
Q4 | – | Sell |
-2,046
| Closed | -$165K | – | 129 |
|
|
2022
Q3 | $165K | Sell |
2,046
-628
| -23% | -$50.6K | 0.22% | 51 |
|
|
2022
Q2 | $240K | Buy |
2,674
+466
| +21% | +$41.8K | 0.35% | 42 |
|
|
2022
Q1 | $245K | Buy |
2,208
+415
| +23% | +$46K | 0.24% | 41 |
|
|
2021
Q4 | $185K | Buy |
1,793
+73
| +4% | +$7.53K | 0.23% | 53 |
|
|
2021
Q3 | $216K | Buy |
1,720
+37
| +2% | +$4.65K | 0.3% | 38 |
|
|
2021
Q2 | $209K | Buy |
1,683
+24
| +1% | +$2.98K | 0.28% | 41 |
|
|
2021
Q1 | $196K | Sell |
1,659
-48
| -3% | -$5.67K | 0.34% | 41 |
|
|
2020
Q4 | $200K | Buy |
+1,707
| New | +$200K | 0.56% | 37 |
|