WWA
WCG Wealth Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
29,475
+1,861
| +7% | +$162K | 0.17% | 132 |
|
|
2025
Q1 | $2.48M | Sell |
27,614
-770
| -3% | -$69.2K | 0.19% | 129 |
|
|
2024
Q4 | $2.27M | Buy |
28,384
+5,606
| +25% | +$448K | 0.15% | 142 |
|
|
2024
Q3 | $2.05M | Sell |
22,778
-596
| -3% | -$53.7K | 0.14% | 154 |
|
|
2024
Q2 | $1.84M | Buy |
23,374
+2,706
| +13% | +$213K | 0.14% | 144 |
|
|
2024
Q1 | $1.8M | Buy |
20,668
+3,738
| +22% | +$326K | 0.15% | 131 |
|
|
2023
Q4 | $1.4M | Buy |
+16,930
| New | +$1.4M | 0.1% | 171 |
|