WMS
Wealth Management Solutions’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $400K | Sell |
5,099
-63
| -1% | -$4.94K | 0.27% | 50 |
|
|
2023
Q2 | $455K | Buy |
5,162
+952
| +23% | +$83.9K | 0.3% | 44 |
|
|
2023
Q1 | $339K | Sell |
4,210
-122
| -3% | -$9.84K | 0.2% | 60 |
|
|
2022
Q4 | $337K | Sell |
4,332
-1,253
| -22% | -$97.5K | 0.18% | 66 |
|
|
2022
Q3 | $451K | Sell |
5,585
-376
| -6% | -$30.4K | 0.26% | 38 |
|
|
2022
Q2 | $535K | Sell |
5,961
-1,263
| -17% | -$113K | 0.3% | 39 |
|
|
2022
Q1 | $801K | Sell |
7,224
-1,992
| -22% | -$221K | 0.42% | 37 |
|
|
2021
Q4 | $953K | Buy |
+9,216
| New | +$953K | 0.49% | 34 |
|