UWM

USAdvisors Wealth Management’s Medtronic MDT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$654K	Hold	7,507	–	–	0.24%	71
2025 Q1	$674K	Sell	7,507 -173	-2%	-$15.5K	0.24%	73
2024 Q4	$613K	Hold	7,680	–	–	0.2%	76
2024 Q3	$685K	Hold	7,680	–	–	0.24%	73
2024 Q2	$604K	Sell	7,680 -32	-0.4%	-$2.52K	0.21%	72
2024 Q1	$670K	Buy	7,712 +32	+0.4%	+$2.78K	0.25%	78
2023 Q4	$632K	Buy	+7,680	New	+$632K	0.26%	73
2023 Q2	–	Sell	-7,654	Closed	-$617K	–	113
2023 Q1	$617K	Hold	7,654	–	–	0.29%	73
2022 Q4	$595K	Sell	7,654 -194	-2%	-$15.1K	0.29%	72
2022 Q3	$634K	Buy	7,848 +500	+7%	+$40.4K	0.32%	68
2022 Q2	$659K	Sell	7,348 -200	-3%	-$17.9K	0.33%	66
2022 Q1	$837K	Hold	7,548	–	–	0.36%	66
2021 Q4	$781K	Hold	7,548	–	–	0.32%	67
2021 Q3	$946K	Hold	7,548	–	–	0.41%	55
2021 Q2	$936K	Buy	7,548 +983	+15%	+$122K	0.51%	49
2021 Q1	$775K	Sell	6,565 -507	-7%	-$59.9K	0.37%	55
2020 Q4	$828K	Hold	7,072	–	–	0.4%	47
2020 Q3	$734	Hold	7,072	–	–	0.11%	45
2020 Q2	$649K	Hold	7,072	–	–	0.34%	44
2020 Q1	$638K	Hold	7,072	–	–	0.39%	49
2019 Q4	$802K	Hold	7,072	–	–	0.42%	34
2019 Q3	$768K	Hold	7,072	–	–	0.4%	29
2019 Q2	$689	Hold	7,072	–	–	0.3%	23
2019 Q1	$644K	Sell	7,072 -500	-7%	-$45.5K	0.46%	22
2018 Q4	$689K	Sell	7,572 -91	-1%	-$8.28K	0.56%	22
2018 Q3	$754K	Hold	7,663	–	–	0.54%	22
2018 Q2	$656K	Buy	7,663 +91	+1%	+$7.79K	0.5%	27
2018 Q1	$607K	Sell	7,572 -287	-4%	-$23K	0.48%	26
2017 Q4	$635K	Buy	+7,859	New	+$635K	0.54%	20