Medtronic shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Medtronic (MDT) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Medtronic
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Quarterly reported holdings in Medtronic by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $48k | 500 | 95.24 |
| 2025-06-30 | $44k | 500 | 87.17 |
| 2025-03-31 | $45k | 500 | 89.86 |
| 2024-12-31 | $40k | 500 | 79.88 |
| 2024-09-30 | $45k | 500 | 90.03 |
| 2024-06-30 | $39k | 500 | 78.71 |
| 2024-03-31 | $44k | 500 | 87.15 |
| 2023-12-31 | $41k | 500 | 82.38 |
| 2023-09-30 | $39k | 500 | 78.36 |
| 2023-06-30 | $44k | 500 | 88.10 |
| 2023-03-31 | $89k | 1.1k | 80.62 |
| 2022-12-31 | $86k | 1.1k | 77.72 |
| 2022-09-30 | $89k | 1.1k | 80.91 |
| 2022-06-30 | $99k | 1.1k | 90.00 |
| 2022-03-31 | $122k | 1.1k | 110.91 |
| 2021-12-31 | $114k | 1.1k | 103.64 |
| 2021-09-30 | $138k | 1.1k | 125.45 |
| 2021-06-30 | $137k | 1.1k | 124.55 |
| 2021-03-31 | $130k | 1.1k | 118.18 |
| 2020-12-31 | $129k | 1.1k | 117.27 |
| 2020-09-30 | $114k | 1.1k | 103.64 |
| 2020-06-30 | $101k | 1.1k | 91.82 |
| 2020-03-31 | $99k | 1.1k | 90.00 |
| 2019-12-31 | $125k | 1.1k | 113.64 |
| 2019-09-30 | $119k | 1.1k | 108.18 |
| 2019-06-30 | $175k | 1.8k | 97.49 |
| 2019-03-31 | $104k | 1.1k | 90.83 |
| 2018-12-31 | $102k | 1.1k | 89.08 |