WAS
Wealth Advisory Solutions’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,944
| Closed | -$310K | – | 129 |
|
|
2024
Q2 | $310K | Sell |
3,944
-391
| -9% | -$30.8K | 0.08% | 101 |
|
|
2024
Q1 | $378K | Sell |
4,335
-830
| -16% | -$72.3K | 0.1% | 95 |
|
|
2023
Q4 | $425K | Sell |
5,165
-10,337
| -67% | -$852K | 0.15% | 61 |
|
|
2023
Q3 | $1.24M | Buy |
15,502
+5,293
| +52% | +$422K | 0.24% | 63 |
|
|
2023
Q2 | $899K | Sell |
10,209
-1,063
| -9% | -$93.7K | 0.24% | 64 |
|
|
2023
Q1 | $909K | Buy |
11,272
+8,088
| +254% | +$652K | 0.24% | 70 |
|
|
2022
Q4 | $247K | Sell |
3,184
-52,078
| -94% | -$4.05M | 0.07% | 116 |
|
|
2022
Q3 | $4.46M | Sell |
55,262
-7,458
| -12% | -$602K | 1.23% | 20 |
|
|
2022
Q2 | $5.63M | Buy |
62,720
+12,753
| +26% | +$1.14M | 1.39% | 18 |
|
|
2022
Q1 | $5.54M | Buy |
+49,967
| New | +$5.54M | 1.15% | 27 |
|