SWM
Stockman Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
118,492
+4,515
| +4% | +$394K | 1.4% | 29 |
|
|
2025
Q1 | $10.2M | Buy |
113,977
+7,972
| +8% | +$716K | 1.52% | 28 |
|
|
2024
Q4 | $8.47M | Buy |
106,005
+4,542
| +4% | +$363K | 1.33% | 27 |
|
|
2024
Q3 | $9.13M | Buy |
101,463
+7,540
| +8% | +$679K | 1.42% | 27 |
|
|
2024
Q2 | $7.39M | Buy |
93,923
+4,996
| +6% | +$393K | 1.3% | 30 |
|
|
2024
Q1 | $7.75M | Buy |
+88,927
| New | +$7.75M | 1.37% | 29 |
|
|
2017
Q4 | – | Sell |
-2,775
| Closed | -$216K | – | 156 |
|
|
2017
Q3 | $216K | Buy |
+2,775
| New | +$216K | 0.1% | 135 |
|
|
2015
Q1 | – | Sell |
-3,650
| Closed | -$264K | – | 82 |
|
|
2014
Q4 | $264K | Buy |
+3,650
| New | +$264K | 0.23% | 76 |
|