Medtronic shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Medtronic (MDT) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Medtronic
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All positions including Medtronic held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $487k | 6.1k | 79.88 |
2024-09-30 | $1.4M | 15k | 90.03 |
2024-06-30 | $1.1M | 14k | 78.71 |
2024-03-31 | $1.0M | 12k | 87.15 |
2023-12-31 | $1.1M | 13k | 82.38 |
2023-09-30 | $288k | 3.7k | 78.36 |
2023-06-30 | $338k | 3.8k | 88.10 |