SIA
Schechter Investment Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $991K | Buy |
11,024
+4,082
| +59% | +$367K | 0.08% | 239 |
|
|
2024
Q4 | $555K | Buy |
6,942
+2,252
| +48% | +$180K | 0.04% | 365 |
|
|
2024
Q3 | $422K | Sell |
4,690
-851
| -15% | -$76.6K | 0.03% | 431 |
|
|
2024
Q2 | $436K | Buy |
5,541
+8
| +0.1% | +$630 | 0.03% | 402 |
|
|
2024
Q1 | $482K | Sell |
5,533
-144
| -3% | -$12.6K | 0.04% | 379 |
|
|
2023
Q4 | $468K | Sell |
5,677
-1,041
| -15% | -$85.8K | 0.04% | 364 |
|
|
2023
Q3 | $526K | Sell |
6,718
-508
| -7% | -$39.8K | 0.05% | 330 |
|
|
2023
Q2 | $637K | Buy |
7,226
+137
| +2% | +$12.1K | 0.06% | 329 |
|
|
2023
Q1 | $572K | Buy |
+7,089
| New | +$572K | 0.05% | 381 |
|
|
2022
Q4 | – | Sell |
-5,187
| Closed | -$419K | – | 878 |
|
|
2022
Q3 | $419K | Buy |
5,187
+2,749
| +113% | +$222K | 0.04% | 563 |
|
|
2022
Q2 | $220K | Sell |
2,438
-9,301
| -79% | -$839K | 0.02% | 816 |
|
|
2022
Q1 | $1.3M | Buy |
11,739
+3,261
| +38% | +$362K | 0.12% | 211 |
|
|
2021
Q4 | $877K | Buy |
+8,478
| New | +$877K | 0.08% | 349 |
|