SVWAG
Sound View Wealth Advisors Group’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Buy |
33,656
+565
| +2% | +$49.3K | 0.22% | 103 |
|
|
2025
Q1 | $2.97M | Buy |
33,091
+1,385
| +4% | +$124K | 0.24% | 93 |
|
|
2024
Q4 | $2.53M | Sell |
31,706
-2,057
| -6% | -$164K | 0.2% | 104 |
|
|
2024
Q3 | $3.04M | Buy |
33,763
+2,307
| +7% | +$208K | 0.25% | 92 |
|
|
2024
Q2 | $2.48M | Sell |
31,456
-84
| -0.3% | -$6.61K | 0.26% | 87 |
|
|
2024
Q1 | $2.75M | Buy |
31,540
+1,120
| +4% | +$97.6K | 0.29% | 80 |
|
|
2023
Q4 | $2.51M | Buy |
30,420
+432
| +1% | +$35.6K | 0.28% | 88 |
|
|
2023
Q3 | $2.35M | Buy |
29,988
+2,224
| +8% | +$174K | 0.29% | 85 |
|
|
2023
Q2 | $2.45M | Buy |
27,764
+8,498
| +44% | +$749K | 0.32% | 73 |
|
|
2023
Q1 | $1.55M | Sell |
19,266
-11,154
| -37% | -$899K | 0.21% | 107 |
|
|
2022
Q4 | $2.51M | Buy |
30,420
+14,056
| +86% | +$1.16M | 0.28% | 88 |
|
|
2022
Q3 | $1.32M | Buy |
16,364
+416
| +3% | +$33.6K | 0.3% | 85 |
|
|
2022
Q2 | $1.43M | Buy |
15,948
+330
| +2% | +$29.6K | 0.3% | 84 |
|
|
2022
Q1 | $1.73M | Buy |
15,618
+943
| +6% | +$105K | 0.33% | 83 |
|
|
2021
Q4 | $1.52M | Buy |
14,675
+912
| +7% | +$94.3K | 0.29% | 89 |
|
|
2021
Q3 | $1.73M | Sell |
13,763
-22
| -0.2% | -$2.76K | 0.36% | 70 |
|
|
2021
Q2 | $1.71M | Buy |
13,785
+305
| +2% | +$37.9K | 0.36% | 74 |
|
|
2021
Q1 | $1.59M | Sell |
13,480
-377
| -3% | -$44.5K | 0.37% | 75 |
|
|
2020
Q4 | $1.62M | Sell |
13,857
-417
| -3% | -$48.8K | 0.4% | 69 |
|
|
2020
Q3 | $1.48M | Sell |
14,274
-216
| -1% | -$22.4K | 0.39% | 72 |
|
|
2020
Q2 | $1.33M | Buy |
14,490
+5,904
| +69% | +$542K | 0.37% | 76 |
|
|
2020
Q1 | $774K | Buy |
8,586
+456
| +6% | +$41.1K | 0.27% | 92 |
|
|
2019
Q4 | $922K | Sell |
8,130
-374
| -4% | -$42.4K | 0.26% | 96 |
|
|
2019
Q3 | $924K | Sell |
8,504
-116
| -1% | -$12.6K | 0.28% | 95 |
|
|
2019
Q2 | $840K | Buy |
+8,620
| New | +$840K | 0.25% | 101 |
|