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Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

MDT holding history

Medtronic plc in every 13F filed by Intercontinental Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDT overviewAll 13F holders of MDTFull Q2 2023 holdings

Shares (Q2 2023)
14,155
Value
$1.25M
% of portfolio
0.3%
Quarters held
10
Since Q1 2021
Holdings of MDT by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202314,155$1.25M0.3%−1,434−9.2%ReducedHolders
Q1 202315,589$1.26M0.3%+3,457+28.5%AddedHolders
Q4 202212,132$942.9K0.3%+72+0.6%AddedHolders
Q3 202212,060$974.0K0.3%+1,571+15.0%AddedHolders
Q2 202210,489$941.0K0.3%+2,021+23.9%AddedHolders
Q1 20228,468$940.0K0.2%+4,094+93.6%AddedHolders
Q4 20214,374$452.0K0.1%−3−0.1%ReducedHolders
Q3 20214,377$549.0K0.1%−466−9.6%ReducedHolders
Q2 20214,843$601.0K0.1%+662+15.8%AddedHolders
Q1 20214,181$494.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.