WP
WMS Partners’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,976
| Closed | -$238K | – | 163 |
|
|
2024
Q4 | $238K | Buy |
2,976
+336
| +13% | +$26.8K | 0.01% | 265 |
|
|
2024
Q3 | $238K | Sell |
2,640
-1,208
| -31% | -$109K | 0.01% | 255 |
|
|
2024
Q2 | $303K | Sell |
3,848
-246
| -6% | -$19.4K | 0.02% | 197 |
|
|
2024
Q1 | $357K | Buy |
4,094
+154
| +4% | +$13.4K | 0.02% | 200 |
|
|
2023
Q4 | $325K | Buy |
3,940
+334
| +9% | +$27.5K | 0.02% | 201 |
|
|
2023
Q3 | $283K | Sell |
3,606
-122
| -3% | -$9.56K | 0.02% | 211 |
|
|
2023
Q2 | $328K | Buy |
3,728
+9
| +0.2% | +$793 | 0.03% | 205 |
|
|
2023
Q1 | $300K | Buy |
+3,719
| New | +$300K | 0.03% | 203 |
|
|
2022
Q3 | – | Sell |
-2,599
| Closed | -$233K | – | 272 |
|
|
2022
Q2 | $233K | Sell |
2,599
-398
| -13% | -$35.7K | 0.04% | 209 |
|
|
2022
Q1 | $333K | Buy |
+2,997
| New | +$333K | 0.05% | 175 |
|
|
2021
Q4 | – | Sell |
-3,229
| Closed | -$405K | – | 238 |
|
|
2021
Q3 | $405K | Buy |
3,229
+68
| +2% | +$8.53K | 0.06% | 174 |
|
|
2021
Q2 | $392K | Buy |
+3,161
| New | +$392K | 0.06% | 164 |
|
|
2021
Q1 | – | Sell |
-2,826
| Closed | -$331K | – | 241 |
|
|
2020
Q4 | $331K | Sell |
2,826
-236
| -8% | -$27.6K | 0.06% | 173 |
|
|
2020
Q3 | $318K | Buy |
3,062
+105
| +4% | +$10.9K | 0.06% | 164 |
|
|
2020
Q2 | $271K | Sell |
2,957
-154
| -5% | -$14.1K | 0.06% | 171 |
|
|
2020
Q1 | $281K | Sell |
3,111
-375
| -11% | -$33.9K | 0.08% | 145 |
|
|
2019
Q4 | $395K | Sell |
3,486
-722
| -17% | -$81.8K | 0.09% | 150 |
|
|
2019
Q3 | $457K | Buy |
4,208
+1,594
| +61% | +$173K | 0.11% | 124 |
|
|
2019
Q2 | $255K | Sell |
2,614
-105
| -4% | -$10.2K | 0.06% | 180 |
|
|
2019
Q1 | $248K | Buy |
2,719
+277
| +11% | +$25.3K | 0.06% | 167 |
|
|
2018
Q4 | $222K | Sell |
2,442
-1,674
| -41% | -$152K | 0.06% | 166 |
|
|
2018
Q3 | $405K | Sell |
4,116
-12
| -0.3% | -$1.18K | 0.05% | 139 |
|
|
2018
Q2 | $353K | Buy |
4,128
+93
| +2% | +$7.95K | 0.04% | 144 |
|
|
2018
Q1 | $324K | Sell |
4,035
-2,688
| -40% | -$216K | 0.04% | 153 |
|
|
2017
Q4 | $543K | Buy |
6,723
+20
| +0.3% | +$1.62K | 0.06% | 117 |
|
|
2017
Q3 | $521K | Sell |
6,703
-163
| -2% | -$12.7K | 0.06% | 119 |
|
|
2017
Q2 | $609K | Buy |
6,866
+311
| +5% | +$27.6K | 0.08% | 106 |
|
|
2017
Q1 | $528K | Sell |
6,555
-202
| -3% | -$16.3K | 0.07% | 108 |
|
|
2016
Q4 | $481K | Sell |
6,757
-1,276
| -16% | -$90.8K | 0.06% | 112 |
|
|
2016
Q3 | $694K | Hold |
8,033
| – | – | 0.09% | 87 |
|
|
2016
Q2 | $697K | Sell |
8,033
-1,188
| -13% | -$103K | 0.1% | 85 |
|
|
2016
Q1 | $692K | Sell |
9,221
-55
| -0.6% | -$4.13K | 0.1% | 96 |
|
|
2015
Q4 | $714K | Buy |
9,276
+20
| +0.2% | +$1.54K | 0.1% | 96 |
|
|
2015
Q3 | $620K | Sell |
9,256
-2,312
| -20% | -$155K | 0.09% | 96 |
|
|
2015
Q2 | $857K | Buy |
11,568
+2,001
| +21% | +$148K | 0.1% | 128 |
|
|
2015
Q1 | $746K | Buy |
9,567
+5,969
| +166% | +$465K | 0.09% | 127 |
|
|
2014
Q4 | $260K | Buy |
+3,598
| New | +$260K | 0.04% | 179 |
|