WAOTB
Wealth Advisors of Tampa Bay’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Buy |
43,316
+1,458
| +3% | +$127K | 1.42% | 30 |
|
|
2025
Q1 | $3.76M | Buy |
41,858
+1,400
| +3% | +$126K | 1.53% | 30 |
|
|
2024
Q4 | $3.23M | Sell |
40,458
-643
| -2% | -$51.4K | 1.38% | 28 |
|
|
2024
Q3 | $3.7M | Buy |
41,101
+1,082
| +3% | +$97.4K | 1.54% | 26 |
|
|
2024
Q2 | $3.15M | Buy |
40,019
+2,675
| +7% | +$211K | 1.47% | 27 |
|
|
2024
Q1 | $3.25M | Buy |
37,344
+4,650
| +14% | +$405K | 1.55% | 28 |
|
|
2023
Q4 | $2.69M | Sell |
32,694
-31,886
| -49% | -$2.63M | 1.35% | 33 |
|
|
2023
Q3 | $5.06M | Buy |
64,580
+33,026
| +105% | +$2.59M | 1.39% | 34 |
|
|
2023
Q2 | $2.78M | Sell |
31,554
-165
| -0.5% | -$14.5K | 1.52% | 32 |
|
|
2023
Q1 | $2.56M | Buy |
31,719
+1,480
| +5% | +$119K | 1.46% | 33 |
|
|
2022
Q4 | $2.35M | Sell |
30,239
-214
| -0.7% | -$16.6K | 1.46% | 33 |
|
|
2022
Q3 | $2.46M | Sell |
30,453
-25,333
| -45% | -$2.05M | 1.69% | 28 |
|
|
2022
Q2 | $5.01M | Buy |
55,786
+685
| +1% | +$61.5K | 1.55% | 32 |
|
|
2022
Q1 | $6.11M | Buy |
55,101
+360
| +0.7% | +$39.9K | 1.65% | 30 |
|
|
2021
Q4 | $5.66M | Buy |
54,741
+29,267
| +115% | +$3.03M | 1.39% | 31 |
|
|
2021
Q3 | $3.19M | Sell |
25,474
-670
| -3% | -$84K | 1.76% | 19 |
|
|
2021
Q2 | $3.25M | Sell |
26,144
-235
| -0.9% | -$29.2K | 1.81% | 22 |
|
|
2021
Q1 | $3.12M | Buy |
26,379
+565
| +2% | +$66.7K | 1.84% | 18 |
|
|
2020
Q4 | $3.02M | Sell |
25,814
-195
| -0.7% | -$22.8K | 2.11% | 12 |
|
|
2020
Q3 | $2.7M | Sell |
26,009
-303
| -1% | -$31.5K | 2.01% | 19 |
|
|
2020
Q2 | $2.41M | Buy |
26,312
+795
| +3% | +$72.9K | 2.01% | 20 |
|
|
2020
Q1 | $2.3M | Buy |
25,517
+112
| +0.4% | +$10.1K | 2.58% | 12 |
|
|
2019
Q4 | $2.88M | Sell |
25,405
-115
| -0.5% | -$13K | 2.65% | 14 |
|
|
2019
Q3 | $2.77M | Sell |
25,520
-3,489
| -12% | -$379K | 2.3% | 16 |
|
|
2019
Q2 | $2.83M | Buy |
29,009
+1,920
| +7% | +$187K | 2.05% | 19 |
|
|
2019
Q1 | $2.47M | Buy |
27,089
+2,153
| +9% | +$196K | 1.79% | 24 |
|
|
2018
Q4 | $2.26M | Buy |
+24,936
| New | +$2.26M | 1.84% | 24 |
|