Secure Asset Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,427
| Closed | -$218K | – | 339 |
|
|
2025
Q1 | $218K | Sell |
2,427
-1,141
| -32% | -$103K | 0.04% | 279 |
|
|
2024
Q4 | $285K | Buy |
+3,568
| New | +$285K | 0.04% | 260 |
|
|
2021
Q4 | – | Sell |
-1,915
| Closed | -$240K | – | 214 |
|
|
2021
Q3 | $240K | Sell |
1,915
-119
| -6% | -$14.9K | 0.12% | 153 |
|
|
2021
Q2 | $252K | Buy |
2,034
+8
| +0.4% | +$991 | 0.13% | 154 |
|
|
2021
Q1 | $239K | Buy |
2,026
+9
| +0.4% | +$1.06K | 0.13% | 152 |
|
|
2020
Q4 | $236K | Buy |
2,017
+38
| +2% | +$4.45K | 0.14% | 135 |
|
|
2020
Q3 | $206K | Buy |
+1,979
| New | +$206K | 0.14% | 132 |
|
|
2020
Q1 | – | Sell |
-2,625
| Closed | -$298K | – | 137 |
|
|
2019
Q4 | $298K | Buy |
+2,625
| New | +$298K | 0.21% | 113 |
|