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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tyler-Stone Wealth Management's MDT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Medtronic (MDT) in Q3 2024, closing a stake of 148 shares — an estimated $11.6K sold.

Tyler-Stone Wealth Management first reported a position in MDT in Q4 2021 and held it in 10 quarters. The position peaked at $363K in Q4 2021. 2,069 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 148 Medtronic shares in Q3 2024, an estimated $11.6K.
Tyler-Stone Wealth Management first reported a position in Medtronic in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Medtronic position peaked at $363K in Q4 2021.
2,069 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.