Western Pacific Wealth Management’s Medtronic MDT Stock Holding History

Western Pacific Wealth Management’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,046	Closed	-$94.2K	–	246
2024 Q3	$94.2K	Buy	+1,046	New	+$88K	0.06%	130
2023 Q4	–	Sell	-707	Closed	-$55.4K	–	266
2023 Q3	$55.4K	Sell	707 -160	-18%	-$13.4K	0.05%	127
2023 Q2	$76.4K	Buy	867 +707	+442%	+$60.9K	0.06%	108
2023 Q1	$12.9K	Hold	160	–	–	0.01%	199
2022 Q4	$12.4K	Hold	160	–	–	0.01%	190
2022 Q3	$12K	Hold	160	–	–	0.01%	191
2022 Q2	$14K	Hold	160	–	–	0.01%	136
2022 Q1	$17K	Hold	160	–	–	0.01%	149
2021 Q4	$16K	Buy	+160	New	+$18.5K	0.01%	161

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Western Pacific Wealth Management's MDT Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of Medtronic (MDT) in Q4 2024, closing a stake of 1,046 shares — an estimated $94.2K sold.

Western Pacific Wealth Management first reported a position in MDT in Q4 2021 and held it in 9 quarters. The position peaked at $94.2K in Q3 2024. 2,130 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

Western Pacific Wealth Management reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 1,046 Medtronic shares in Q4 2024, an estimated $94.2K.
Western Pacific Wealth Management first reported a position in Medtronic in Q4 2021 and held it in 9 quarters.
Western Pacific Wealth Management's Medtronic position peaked at $94.2K in Q3 2024.
2,130 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.