A detailed history of Encompass Wealth Advisors, LLC transactions in Medtronic PLC stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 8,543 shares of MDT stock, worth $696,596. This represents 0.28% of its overall portfolio holdings.

Number of Shares
8,543
Previous 8,543 -0.0%
Holding current value
$696,596
Previous $672,000 14.43%
% of portfolio
0.28%
Previous 0.25%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$82.84 - $88.09 $2,816 - $2,995
-34 Reduced 0.4%
8,543 $744,000
Q3 2023

Nov 07, 2023

BUY
$78.22 - $90.4 $469 - $542
6 Added 0.07%
8,577 $672,000
Q2 2023

Aug 09, 2023

SELL
$79.47 - $91.38 $3,655 - $4,203
-46 Reduced 0.53%
8,571 $755,000
Q4 2022

Feb 01, 2023

BUY
$76.18 - $87.74 $2,133 - $2,456
28 Added 0.33%
8,617 $669,000
Q3 2022

Oct 28, 2022

BUY
$80.75 - $95.31 $218,025 - $257,337
2,700 Added 45.85%
8,589 $694,000
Q2 2022

Aug 03, 2022

SELL
$87.4 - $113.09 $5,943 - $7,690
-68 Reduced 1.14%
5,889 $529,000
Q1 2022

Apr 28, 2022

BUY
$100.58 - $112.38 $1,810 - $2,022
18 Added 0.3%
5,957 $660,000
Q4 2021

Jan 20, 2022

BUY
$99.53 - $127.75 $4,578 - $5,876
46 Added 0.78%
5,939 $614,000
Q3 2021

Nov 16, 2021

SELL
$122.75 - $135.17 $122,750 - $135,170
-1,000 Reduced 14.51%
5,893 $738,000
Q1 2021

May 25, 2021

SELL
$111.18 - $119.74 $152,761 - $164,522
-1,374 Reduced 16.62%
6,893 $885,000
Q4 2020

Mar 09, 2021

SELL
$100.57 - $117.14 $103,687 - $120,771
-1,031 Reduced 11.09%
8,267 $968,000
Q4 2020

Mar 09, 2021

BUY
$100.57 - $117.14 $935,099 - $1.09 Million
9,298 New
9,298 $1.09 Million

Others Institutions Holding MDT

About Medtronic plc


  • Ticker MDT
  • Exchange NYSE
  • Sector Healthcare
  • Industry Medical Devices
  • Shares Outstandng 1,329,149,952
  • Market Cap $108B
  • 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...
More about MDT
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