WW
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Westshore Wealth’s Medtronic MDT Stock Holding History

Westshore Wealth’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
Q2 		– Sell
-2,330
Closed -$203K – 102
2024
Q1 		$203K Buy
+2,330
New +$199K 0.08% 98
2023
Q3 		– Sell
-2,649
Closed -$233K – 106
2023
Q2 		$233K Sell
2,649
-68
-3% -$5.85K 0.12% 91
2023
Q1 		$219K Buy
2,717
+136
+5% +$11.1K 0.12% 97
2022
Q4 		$201K Buy
2,581
+100
+4% +$8.11K 0.11% 101
2022
Q3 		$200K Hold
2,481
– – 0.14% 89
2022
Q2 		$223K Buy
2,481
+462
+23% +$46.8K 0.15% 84
2022
Q1 		$224K Buy
+2,019
New +$213K 0.15% 85
2021
Q3 		– Sell
-2,079
Closed -$258K – 117
2021
Q2 		$258K Buy
2,079
+16
+0.8% +$2.01K 0.13% 112
2021
Q1 		$244K Buy
+2,063
New +$242K 0.14% 115
2019
Q4 		$564K Buy
+4,970
New +$545K 0.62% 29

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return