TBWA
Three Bridge Wealth Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
21,015
+2,472
| +13% | +$217K | 0.49% | 31 |
|
|
2025
Q1 | $1.68M | Buy |
18,543
+996
| +6% | +$90.2K | 0.58% | 30 |
|
|
2024
Q4 | $1.41M | Sell |
17,547
-548
| -3% | -$44.2K | 0.5% | 35 |
|
|
2024
Q3 | $1.64M | Buy |
18,095
+1,248
| +7% | +$113K | 0.61% | 31 |
|
|
2024
Q2 | $1.34M | Sell |
16,847
-760
| -4% | -$60.4K | 0.53% | 35 |
|
|
2024
Q1 | $1.55M | Buy |
17,607
+3,676
| +26% | +$323K | 0.61% | 32 |
|
|
2023
Q4 | $1.16M | Sell |
13,931
-3,331
| -19% | -$277K | 0.4% | 36 |
|
|
2023
Q3 | $1.36M | Buy |
17,262
+3,202
| +23% | +$253K | 0.57% | 32 |
|
|
2023
Q2 | $1.25M | Sell |
14,060
-1,511
| -10% | -$134K | 0.53% | 34 |
|
|
2023
Q1 | $1.27M | Buy |
15,571
+6,023
| +63% | +$490K | 0.59% | 34 |
|
|
2022
Q4 | $749K | Sell |
9,548
-4,564
| -32% | -$358K | 0.4% | 45 |
|
|
2022
Q3 | $1.15M | Buy |
14,112
+505
| +4% | +$41.1K | 0.58% | 35 |
|
|
2022
Q2 | $1.23M | Buy |
13,607
+335
| +3% | +$30.3K | 0.6% | 37 |
|
|
2022
Q1 | $1.48M | Buy |
+13,272
| New | +$1.48M | 0.41% | 31 |
|