SAG
SageView Advisory Group’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $841K | Sell |
9,142
-41
| -0.4% | -$3.77K | 0.03% | 267 |
|
|
2025
Q1 | $825K | Sell |
9,183
-826
| -8% | -$74.2K | 0.04% | 254 |
|
|
2024
Q4 | $800K | Buy |
10,009
+6,026
| +151% | +$481K | 0.03% | 254 |
|
|
2024
Q3 | $359K | Sell |
3,983
-1,522
| -28% | -$137K | 0.02% | 353 |
|
|
2024
Q2 | $433K | Sell |
5,505
-11,324
| -67% | -$891K | 0.02% | 363 |
|
|
2024
Q1 | $4.56M | Buy |
16,829
+9,523
| +130% | +$2.58M | 0.23% | 57 |
|
|
2023
Q4 | $635K | Buy |
7,306
+2,721
| +59% | +$237K | 0.03% | 341 |
|
|
2023
Q3 | $359K | Sell |
4,585
-66
| -1% | -$5.17K | 0.02% | 383 |
|
|
2023
Q2 | $410K | Buy |
4,651
+1,400
| +43% | +$123K | 0.02% | 382 |
|
|
2023
Q1 | $262K | Buy |
3,251
+265
| +9% | +$21.4K | 0.02% | 408 |
|
|
2022
Q4 | $232K | Buy |
+2,986
| New | +$232K | 0.02% | 375 |
|