TSWM
Triangle Securities Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,409
| Closed | -$216K | – | 207 |
|
|
2025
Q1 | $216K | Sell |
2,409
-821
| -25% | -$73.8K | 0.06% | 197 |
|
|
2024
Q4 | $258K | Sell |
3,230
-952
| -23% | -$76K | 0.07% | 185 |
|
|
2024
Q3 | $377K | Sell |
4,182
-772
| -16% | -$69.5K | 0.1% | 173 |
|
|
2024
Q2 | $390K | Sell |
4,954
-738
| -13% | -$58.1K | 0.11% | 165 |
|
|
2024
Q1 | $496K | Sell |
5,692
-467
| -8% | -$40.7K | 0.14% | 142 |
|
|
2023
Q4 | $507K | Sell |
6,159
-280
| -4% | -$23.1K | 0.16% | 140 |
|
|
2023
Q3 | $505K | Sell |
6,439
-164
| -2% | -$12.9K | 0.18% | 130 |
|
|
2023
Q2 | $582K | Sell |
6,603
-349
| -5% | -$30.7K | 0.2% | 124 |
|
|
2023
Q1 | $560K | Sell |
6,952
-601
| -8% | -$48.5K | 0.2% | 126 |
|
|
2022
Q4 | $587K | Sell |
7,553
-7,137
| -49% | -$555K | 0.22% | 124 |
|
|
2022
Q3 | $1.19M | Sell |
14,690
-65
| -0.4% | -$5.25K | 0.48% | 64 |
|
|
2022
Q2 | $1.32M | Buy |
14,755
+520
| +4% | +$46.7K | 0.52% | 63 |
|
|
2022
Q1 | $1.58M | Buy |
14,235
+310
| +2% | +$34.4K | 0.53% | 65 |
|
|
2021
Q4 | $1.44M | Buy |
13,925
+535
| +4% | +$55.4K | 0.45% | 71 |
|
|
2021
Q3 | $1.68M | Sell |
13,390
-255
| -2% | -$32K | 0.57% | 59 |
|
|
2021
Q2 | $1.69M | Sell |
13,645
-90
| -0.7% | -$11.2K | 0.57% | 61 |
|
|
2021
Q1 | $1.62M | Sell |
13,735
-40
| -0.3% | -$4.73K | 0.59% | 60 |
|
|
2020
Q4 | $1.61M | Sell |
13,775
-135
| -1% | -$15.8K | 0.64% | 53 |
|
|
2020
Q3 | $1.45M | Buy |
13,910
+65
| +0.5% | +$6.76K | 0.65% | 51 |
|
|
2020
Q2 | $1.27M | Buy |
13,845
+95
| +0.7% | +$8.71K | 0.61% | 55 |
|
|
2020
Q1 | $1.24M | Buy |
13,750
+330
| +2% | +$29.8K | 0.71% | 50 |
|
|
2019
Q4 | $1.52M | Sell |
13,420
-150
| -1% | -$17K | 0.66% | 51 |
|
|
2019
Q3 | $1.47M | Sell |
13,570
-321
| -2% | -$34.9K | 0.72% | 45 |
|
|
2019
Q2 | $1.36M | Buy |
13,891
+1,835
| +15% | +$180K | 0.69% | 52 |
|
|
2019
Q1 | $1.1M | Buy |
12,056
+134
| +1% | +$12.2K | 0.58% | 60 |
|
|
2018
Q4 | $1.08M | Buy |
11,922
+1,165
| +11% | +$106K | 0.64% | 52 |
|
|
2018
Q3 | $1.06M | Buy |
10,757
+449
| +4% | +$44.2K | 0.56% | 58 |
|
|
2018
Q2 | $882K | Buy |
10,308
+768
| +8% | +$65.7K | 0.49% | 64 |
|
|
2018
Q1 | $765K | Buy |
9,540
+2,187
| +30% | +$175K | 0.44% | 69 |
|
|
2017
Q4 | $594K | Buy |
7,353
+946
| +15% | +$76.4K | 0.34% | 84 |
|
|
2017
Q3 | $498K | Buy |
6,407
+2,011
| +46% | +$156K | 0.3% | 88 |
|
|
2017
Q2 | $390K | Buy |
4,396
+15
| +0.3% | +$1.33K | 0.26% | 95 |
|
|
2017
Q1 | $353K | Hold |
4,381
| – | – | 0.23% | 100 |
|
|
2016
Q4 | $312K | Sell |
4,381
-1,711
| -28% | -$122K | 0.21% | 101 |
|
|
2016
Q3 | $526K | Sell |
6,092
-1,502
| -20% | -$130K | 0.36% | 78 |
|
|
2016
Q2 | $659K | Sell |
7,594
-295
| -4% | -$25.6K | 0.49% | 65 |
|
|
2016
Q1 | $592K | Sell |
7,889
-40
| -0.5% | -$3K | 0.39% | 73 |
|
|
2015
Q4 | $610K | Sell |
7,929
-218
| -3% | -$16.8K | 0.41% | 73 |
|
|
2015
Q3 | $545K | Sell |
8,147
-2,071
| -20% | -$139K | 0.41% | 77 |
|
|
2015
Q2 | $757K | Sell |
10,218
-812
| -7% | -$60.2K | 0.53% | 65 |
|
|
2015
Q1 | $860K | Buy |
+11,030
| New | +$860K | 0.6% | 57 |
|
|
2013
Q3 | – | Sell |
-700
| Closed | -$36K | – | 277 |
|
|
2013
Q2 | $36K | Buy |
+700
| New | +$36K | 0.03% | 301 |
|