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FirstPurpose Wealth LLC

SEC CIK
0001913420
Latest filing
Apr 23, 2024

MDT holding history

Medtronic plc in every 13F filed by FirstPurpose Wealth 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 Q1 2024 holdings

Shares (Q1 2024)
11,113
Value
$914.9K
% of portfolio
0.3%
Quarters held
10
Since Q4 2021
Holdings of MDT by FirstPurpose Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202411,113$914.9K0.3%−32−0.3%ReducedHolders
Q4 202311,145$918.1K0.3%+628+6.0%AddedHolders
Q3 202310,517$824.1K0.4%+989+10.4%AddedHolders
Q2 20239,528$839.4K0.4%+1,037+12.2%AddedHolders
Q1 20238,491$684.5K0.3%+1,901+28.8%AddedHolders
Q4 20226,590$512.2K0.3%+1,603+32.1%AddedHolders
Q3 20224,987$403.0K0.3%+672+15.6%AddedHolders
Q2 20224,315$387.0K0.3%+482+12.6%AddedHolders
Q1 20223,833$425.0K0.3%+848+28.4%AddedHolders
Q4 20212,985$309.0K0.2%–No prior filingHolders