SW
SVB Wealth’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Sell |
54,411
-22,762
| -29% | -$1.98M | 0.25% | 79 |
|
|
2025
Q1 | $6.93M | Sell |
77,173
-46,010
| -37% | -$4.13M | 0.29% | 46 |
|
|
2024
Q4 | $9.84M | Buy |
+123,183
| New | +$9.84M | 0.18% | 84 |
|
|
2024
Q3 | – | Sell |
-147,780
| Closed | -$11.6M | – | 366 |
|
|
2024
Q2 | $11.6M | Sell |
147,780
-7,991
| -5% | -$629K | 0.29% | 83 |
|
|
2024
Q1 | $13.6M | Sell |
155,771
-14,445
| -8% | -$1.26M | 0.3% | 81 |
|
|
2023
Q4 | $14M | Sell |
170,216
-55,071
| -24% | -$4.54M | 0.34% | 75 |
|
|
2023
Q3 | $17.7M | Sell |
225,287
-18,801
| -8% | -$1.47M | 0.39% | 56 |
|
|
2023
Q2 | $21.5M | Sell |
244,088
-45,376
| -16% | -$4M | 0.39% | 53 |
|
|
2023
Q1 | $23.3M | Buy |
289,464
+241,126
| +499% | +$19.4M | 0.33% | 60 |
|
|
2022
Q4 | $3.76M | Sell |
48,338
-11,955
| -20% | -$929K | 0.05% | 194 |
|
|
2022
Q3 | $4.87M | Sell |
60,293
-1,466
| -2% | -$118K | 0.07% | 168 |
|
|
2022
Q2 | $5.54M | Sell |
61,759
-234,155
| -79% | -$21M | 0.09% | 144 |
|
|
2022
Q1 | $32.8M | Buy |
295,914
+10,467
| +4% | +$1.16M | 0.44% | 43 |
|
|
2021
Q4 | $29.5M | Sell |
285,447
-8,274
| -3% | -$856K | 0.48% | 44 |
|
|
2021
Q3 | $36.8M | Sell |
293,721
-694
| -0.2% | -$87K | 0.47% | 31 |
|
|
2021
Q2 | $36.5M | Sell |
294,415
-6,534
| -2% | -$811K | 0.46% | 33 |
|
|
2021
Q1 | $35.6M | Buy |
300,949
+3,707
| +1% | +$438K | 0.5% | 32 |
|
|
2020
Q4 | $34.8M | Buy |
297,242
+2,783
| +0.9% | +$326K | 0.51% | 28 |
|
|
2020
Q3 | $30.6M | Sell |
294,459
-46,564
| -14% | -$4.84M | 0.5% | 29 |
|
|
2020
Q2 | $31.3M | Buy |
341,023
+16,671
| +5% | +$1.53M | 0.58% | 26 |
|
|
2020
Q1 | $29.3M | Buy |
324,352
+1,257
| +0.4% | +$113K | 0.71% | 23 |
|
|
2019
Q4 | $36.7M | Sell |
323,095
-3,131
| -1% | -$355K | 0.67% | 26 |
|
|
2019
Q3 | $35.4M | Sell |
326,226
-7,937
| -2% | -$862K | 0.71% | 21 |
|
|
2019
Q2 | $32.5M | Sell |
334,163
-17,425
| -5% | -$1.7M | 1.09% | 17 |
|
|
2019
Q1 | $32M | Sell |
351,588
-9,845
| -3% | -$897K | 1.26% | 20 |
|
|
2018
Q4 | $32.9M | Sell |
361,433
-5,206
| -1% | -$474K | 1.4% | 15 |
|
|
2018
Q3 | $36.1M | Sell |
366,639
-3,224
| -0.9% | -$317K | 1.28% | 16 |
|
|
2018
Q2 | $31.7M | Sell |
369,863
-901
| -0.2% | -$77.1K | 1.21% | 18 |
|
|
2018
Q1 | $29.7M | Sell |
370,764
-2,659
| -0.7% | -$213K | 1.14% | 20 |
|
|
2017
Q4 | $30.2M | Buy |
373,423
+6,276
| +2% | +$507K | 1.13% | 21 |
|
|
2017
Q3 | $28.6M | Buy |
367,147
+5,743
| +2% | +$447K | 1.1% | 23 |
|
|
2017
Q2 | $32.1M | Sell |
361,404
-934
| -0.3% | -$82.9K | 1.26% | 15 |
|
|
2017
Q1 | $29.2M | Buy |
362,338
+3,390
| +0.9% | +$273K | 1.16% | 19 |
|
|
2016
Q4 | $25.6M | Buy |
358,948
+5,535
| +2% | +$394K | 1.06% | 21 |
|
|
2016
Q3 | $30.5M | Buy |
353,413
+3,201
| +0.9% | +$277K | 1.24% | 13 |
|
|
2016
Q2 | $30.4M | Sell |
350,212
-12,321
| -3% | -$1.07M | 1.24% | 14 |
|
|
2016
Q1 | $27.2M | Sell |
362,533
-3,916
| -1% | -$294K | 1.11% | 19 |
|
|
2015
Q4 | $28.2M | Sell |
366,449
-23,469
| -6% | -$1.81M | 1.11% | 19 |
|
|
2015
Q3 | $26.1M | Sell |
389,918
-49,426
| -11% | -$3.31M | 1.01% | 21 |
|
|
2015
Q2 | $32.6M | Sell |
439,344
-9,001
| -2% | -$667K | 1.08% | 20 |
|
|
2015
Q1 | $35M | Buy |
448,345
+230,203
| +106% | +$18M | 1.13% | 15 |
|
|
2014
Q4 | $15.8M | Buy |
+218,142
| New | +$15.8M | 0.51% | 64 |
|