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Medtronic shares owned by Forum Financial Management

Quarter-by-quarter ownership of Medtronic (MDT) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in Medtronic

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All positions including Medtronic held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Medtronic by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 14k 87.15
2023-12-31 $1.3M 16k 82.38
2023-09-30 $1.3M 16k 78.36
2023-06-30 $1.5M 17k 88.10
2023-03-31 $1.3M 16k 80.62
2022-12-31 $961k 12k 77.72
2022-09-30 $791k 9.8k 80.78
2022-06-30 $852k 9.5k 89.73
2022-03-31 $962k 8.7k 110.91
2021-12-31 $991k 9.6k 103.41

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View all positions for Forum Financial Management

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