Ep Wealth Advisors, LLC Medtronic PLC Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Medtronic PLC stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 12,944 shares of MDT stock, worth $1.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,944

Previous 16,080 19.5%

Holding current value

$1.2 Million

Previous $1.45 Million 28.61%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$79.61 - $92.24 $249,656 - $289,264	-3,136 Reduced 19.5%	12,944 $1.03 Million
Q3 2024 Nov 14, 2024	BUY	$76.84 - $91.03 $293,913 - $348,189	3,825 Added 31.21%	16,080 $1.45 Million
Q2 2024 Aug 19, 2024	BUY	$78.71 - $87.02 $309,409 - $342,075	3,931 Added 47.22%	12,255 $964,000
Q1 2024 May 14, 2024	SELL	$82.84 - $88.09 $26,674 - $28,364	-322 Reduced 3.72%	8,324 $725,000
Q4 2023 Feb 28, 2024	SELL	$69.43 - $83.43 $813,233 - $977,215	-11,713 Reduced 57.53%	8,646 $712,000
Q3 2023 Nov 22, 2023	SELL	$78.22 - $90.4 $8.71 Million - $10.1 Million	-111,321 Reduced 84.54%	20,359 $1.6 Million
Q2 2023 Aug 14, 2023	BUY	$79.47 - $91.38 $9.07 Million - $10.4 Million	114,176 Added 652.29%	131,680 $11.6 Million
Q1 2023 Jun 05, 2023	BUY	$76.72 - $87.58 $439,989 - $502,271	5,735 Added 48.73%	17,504 $1.41 Million
Q4 2022 Jun 12, 2023	SELL	$76.18 - $87.74 $972,590 - $1.12 Million	-12,767 Reduced 72.94%	4,737 $368,000
Q3 2022 Dec 02, 2022	BUY	$80.75 - $95.31 $309,757 - $365,609	3,836 Added 48.35%	11,769 $950,000
Q2 2022 Aug 11, 2022	BUY	$87.4 - $113.09 $311,231 - $402,713	3,561 Added 81.45%	7,933 $712,000
Q1 2022 May 20, 2022	SELL	$100.58 - $112.38 $73,121 - $81,700	-727 Reduced 14.26%	4,372 $485,000
Q4 2021 Feb 17, 2022	SELL	$99.53 - $127.75 $43,992 - $56,465	-442 Reduced 7.98%	5,099 $527,000
Q3 2021 Nov 23, 2021	SELL	$122.75 - $135.17 $8.32 Million - $9.17 Million	-67,805 Reduced 92.45%	5,541 $695,000
Q3 2021 Nov 16, 2021	BUY	$122.75 - $135.17 $8.36 Million - $9.2 Million	68,075 Added 1291.5%	73,346 $695,000
Q2 2021 Aug 24, 2021	BUY	$118.19 - $131.5 $138,518 - $154,118	1,172 Added 28.59%	5,271 $654,000
Q1 2021 May 17, 2021	BUY	$111.18 - $119.74 $86,831 - $93,516	781 Added 23.54%	4,099 $484,000
Q4 2020 Feb 18, 2021	BUY	$100.57 - $117.14 $38,317 - $44,630	381 Added 12.97%	3,318 $389,000
Q3 2020 Nov 17, 2020	SELL	$90.13 - $108.78 $19,648 - $23,714	-218 Reduced 6.91%	2,937 $305,000
Q2 2020 Aug 14, 2020	BUY	$84.11 - $103.33 $6,560 - $8,059	78 Added 2.53%	3,155 $289,000
Q1 2020 May 18, 2020	BUY	$72.92 - $121.3 $26,980 - $44,881	370 Added 13.67%	3,077 $277,000
Q4 2019 Feb 14, 2020	SELL	$104.49 - $114.54 $20,480 - $22,449	-196 Reduced 6.75%	2,707 $307,000
Q3 2019 Nov 18, 2019	BUY	$98.02 - $111.18 $34,110 - $38,690	348 Added 13.62%	2,903 $315,000
Q2 2019 Aug 27, 2019	BUY	$84.15 - $99.38 $215,003 - $253,915	2,555 New	2,555 $249,000

Others Institutions Holding MDT

# of Institutions

2,350

Shares Held

1.06B

Call Options Held

6.95M

Put Options Held

8.08M

View Full List

About Medtronic plc

Ticker MDT
Exchange NYSE
Sector Healthcare
Industry Medical Devices
Shares Outstandng 1,329,149,952
Market Cap $123B
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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Ep Wealth Advisors, LLC Medtronic PLC Transaction History