Wealth Plan Investment Management, LLC Medtronic PLC Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Medtronic PLC stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 3,127 shares of MDT stock, worth $285,651. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,127

Previous 3,460 9.62%

Holding current value

$285,651

Previous $311,000 19.94%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$79.61 - $92.24 $26,510 - $30,715	-333 Reduced 9.62%	3,127 $249,000
Q3 2024 Nov 05, 2024	BUY	$76.84 - $91.03 $53,557 - $63,447	697 Added 25.23%	3,460 $311,000
Q2 2024 Aug 09, 2024	SELL	$78.71 - $87.02 $12,436 - $13,749	-158 Reduced 5.41%	2,763 $217,000
Q1 2024 May 16, 2024	SELL	$82.84 - $88.09 $17,313 - $18,410	-209 Reduced 6.68%	2,921 $254,000
Q4 2023 Jan 05, 2024	SELL	$69.43 - $83.43 $335,138 - $402,716	-4,827 Reduced 60.66%	3,130 $257,000
Q3 2023 Nov 15, 2023	BUY	$78.22 - $90.4 $420,667 - $486,171	5,378 Added 208.53%	7,957 $623,000
Q3 2023 Nov 09, 2023	SELL	$78.22 - $90.4 $184,520 - $213,253	-2,359 Reduced 47.77%	2,579 $202,000
Q2 2023 Aug 14, 2023	SELL	$79.47 - $91.38 $2.1 Million - $2.42 Million	-26,433 Reduced 84.26%	4,938 $435,000
Q2 2023 Jul 25, 2023	BUY	$79.47 - $91.38 $968,421 - $1.11 Million	12,186 Added 63.52%	31,371 $2.76 Million
Q1 2023 May 08, 2023	SELL	$76.72 - $87.58 $2.03 Million - $2.31 Million	-26,401 Reduced 57.91%	19,185 $1.55 Million
Q4 2022 Feb 15, 2023	SELL	$76.18 - $87.74 $10.7 Million - $12.4 Million	-141,032 Reduced 75.57%	45,586 $3.54 Million
Q3 2022 Dec 12, 2022	BUY	$80.75 - $95.31 $1.4 Million - $1.65 Million	17,331 Added 10.24%	186,618 $14.4 Million
Q1 2022 Sep 07, 2022	BUY	$100.58 - $112.38 $17 Million - $19 Million	169,287 New	169,287 $17.7 Million

Others Institutions Holding MDT

# of Institutions

2,325

Shares Held

1.05B

Call Options Held

8.08M

Put Options Held

7.18M

View Full List

About Medtronic plc

Ticker MDT
Exchange NYSE
Sector Healthcare
Industry Medical Devices
Shares Outstandng 1,329,149,952
Market Cap $121B
Description
Medtronic plc develops, manufactures, and sells device-based medical therapies to healthcare systems, physicians, clinicians, and patients worldwide. Its Cardiovascular Portfolio segment offers implantable cardiac pacemakers, cardioverter defibrillators, and cardiac resynchronization therapy devices; cardiac ablation products; insertable cardiac...

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Wealth Plan Investment Management, LLC Medtronic PLC Transaction History