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Medtronic shares owned by Concentric Wealth Management

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

Historical chart of Concentric Wealth Management investment in Medtronic

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Medtronic by Concentric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 30k 87.15
2023-12-31 $2.4M 29k 82.38
2023-09-30 $2.1M 26k 78.36
2023-06-30 $2.3M 26k 88.10
2023-03-31 $2.1M 26k 80.62
2022-12-31 $2.0M 25k 77.72
2022-09-30 $2.1M 26k 80.74
2022-06-30 $2.3M 26k 89.76
2022-03-31 $2.7M 24k 110.94
2021-12-31 $2.5M 24k 103.45
2021-09-30 $2.8M 23k 125.33
2021-06-30 $2.8M 23k 124.12
2021-03-31 $2.7M 23k 118.12
2020-12-31 $2.5M 22k 117.12
2020-09-30 $2.2M 22k 103.91
2020-06-30 $2.0M 21k 91.70
2020-03-31 $1.7M 19k 90.18
2019-12-31 $2.2M 19k 113.46
2019-09-30 $2.1M 20k 108.62
2019-06-30 $1.9M 20k 97.41
2019-03-31 $1.7M 19k 91.07
2018-12-31 $1.7M 19k 90.96
2018-09-30 $1.8M 19k 98.36
2018-06-30 $1.6M 19k 85.59
2018-03-31 $1.5M 19k 80.24
2017-12-31 $1.5M 19k 80.75
2017-09-30 $1.4M 18k 77.75
2017-06-30 $1.6M 18k 88.73
2017-03-31 $1.5M 19k 80.54
2016-12-31 $1.3M 19k 71.22