XWM
Xcel Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Sell |
9,760
-1,337
| -12% | -$117K | 0.24% | 71 |
|
|
2025
Q1 | $997K | Sell |
11,097
-179
| -2% | -$16.1K | 0.31% | 64 |
|
|
2024
Q4 | $901K | Sell |
11,276
-150
| -1% | -$12K | 0.25% | 64 |
|
|
2024
Q3 | $1.03M | Sell |
11,426
-190
| -2% | -$17.1K | 0.3% | 60 |
|
|
2024
Q2 | $914K | Sell |
11,616
-204
| -2% | -$16.1K | 0.29% | 63 |
|
|
2024
Q1 | $1.03M | Buy |
11,820
+140
| +1% | +$12.2K | 0.32% | 55 |
|
|
2023
Q4 | $962K | Sell |
11,680
-2,549
| -18% | -$210K | 0.34% | 55 |
|
|
2023
Q3 | $1.11M | Sell |
14,229
-3,702
| -21% | -$290K | 0.44% | 47 |
|
|
2023
Q2 | $1.58M | Sell |
17,931
-1,661
| -8% | -$146K | 0.5% | 52 |
|
|
2023
Q1 | $1.58M | Sell |
19,592
-173
| -0.9% | -$13.9K | 0.56% | 48 |
|
|
2022
Q4 | $1.54M | Sell |
19,765
-42,587
| -68% | -$3.31M | 0.61% | 45 |
|
|
2022
Q3 | $5.04M | Sell |
62,352
-13,087
| -17% | -$1.06M | 1.87% | 16 |
|
|
2022
Q2 | $6.77M | Sell |
75,439
-464
| -0.6% | -$41.6K | 2.47% | 10 |
|
|
2022
Q1 | $8.42M | Buy |
75,903
+4,765
| +7% | +$529K | 2.31% | 14 |
|
|
2021
Q4 | $7.36M | Buy |
71,138
+13,926
| +24% | +$1.44M | 1.89% | 17 |
|
|
2021
Q3 | $7.17M | Sell |
57,212
-13,380
| -19% | -$1.68M | 2.08% | 13 |
|
|
2021
Q2 | $8.76M | Sell |
70,592
-161
| -0.2% | -$20K | 2.65% | 10 |
|
|
2021
Q1 | $8.36M | Buy |
70,753
+810
| +1% | +$95.7K | 2.98% | 8 |
|
|
2020
Q4 | $8.19M | Sell |
69,943
-463
| -0.7% | -$54.2K | 3.54% | 4 |
|
|
2020
Q3 | $7.32M | Buy |
70,406
+1,320
| +2% | +$137K | 3.76% | 5 |
|
|
2020
Q2 | $6.34M | Buy |
+69,086
| New | +$6.34M | 3.93% | 5 |
|