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Tyler-Stone Wealth Management’s Medtronic MDT Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-148
Closed -$11.6K – 693
2024
Q2 		$11.6K Hold
148
– – ﹤0.01% 631
2024
Q1 		$12.9K Hold
148
– – 0.01% 607
2023
Q4 		$12.2K Hold
148
– – 0.01% 604
2023
Q3 		$12K Hold
148
– – 0.01% 569
2023
Q2 		$13K Buy
+148
New +$12.7K 0.01% 551
2022
Q4 		$9K Sell
115
-157
-58% -$12.7K 0.01% 578
2022
Q3 		$22K Sell
272
-2,765
-91% -$248K 0.02% 418
2022
Q2 		$273K Buy
3,037
+1
+0% +$101 0.18% 116
2022
Q1 		$337K Sell
3,036
-472
-13% -$49.9K 0.19% 113
2021
Q4 		$363K Buy
+3,508
New +$406K 0.19% 105

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return