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Tower View Wealth Management’s Medtronic MDT Stock Holding History

Tower View Wealth Management’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,650
Closed -$183K – 188
2022
Q1 		$183K Buy
1,650
+25
+2% +$2.64K 0.1% 79
2021
Q4 		$168K Sell
1,625
-15,659
-91% -$1.81M 0.09% 82
2021
Q3 		$2.17M Buy
17,284
+1,897
+12% +$246K 1.2% 37
2021
Q2 		$1.91M Buy
15,387
+12,502
+433% +$1.57M 0.97% 42
2021
Q1 		$341K Buy
2,885
+136
+5% +$15.9K 0.19% 76
2020
Q4 		$322K Buy
2,749
+245
+10% +$27K 0.18% 72
2020
Q3 		$260K Buy
2,504
+125
+5% +$12.6K 0.17% 69
2020
Q2 		$218K Buy
2,379
+694
+41% +$66.5K 0.16% 63
2020
Q1 		$152K Buy
1,685
+975
+137% +$104K 0.14% 62
2019
Q4 		$81K Buy
710
+65
+10% +$7.13K 0.06% 78
2019
Q3 		$70K Buy
645
+225
+54% +$23.5K 0.06% 77
2019
Q2 		$41K Buy
420
+354
+536% +$32.3K 0.04% 80
2019
Q1 		$6K Buy
+66
New +$5.91K 0.01% 120

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return