WPWM
MDT icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return