Roberts Wealth Advisors, LLC Medtronic PLC Transaction History

Roberts Wealth Advisors, LLC

$274 Million
Q2 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Medtronic PLC stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 49,165 shares of MDT stock, worth $4.39 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

49,165

Previous 47,569 3.36%

Holding current value

$4.39 Million

Previous $4.15 Million 6.66%

% of portfolio

1.41%

Previous 1.59%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$78.71 - $87.02 $125,621 - $138,883	1,596 Added 3.36%	49,165 $3.87 Million
Q1 2024 Apr 17, 2024	BUY	$82.84 - $88.09 $94,189 - $100,158	1,137 Added 2.45%	47,569 $4.15 Million
Q4 2023 Jan 17, 2024	BUY	$69.43 - $83.43 $137,957 - $165,775	1,987 Added 4.47%	46,432 $12.1 Million
Q3 2023 Oct 17, 2023	BUY	$78.22 - $90.4 $60,855 - $70,331	778 Added 1.78%	44,445 $3.48 Million
Q2 2023 Jul 12, 2023	SELL	$79.47 - $91.38 $6,675 - $7,675	-84 Reduced 0.19%	43,667 $3.85 Million
Q1 2023 Apr 11, 2023	BUY	$76.72 - $87.58 $872,306 - $995,784	11,370 Added 35.11%	43,751 $3.53 Million
Q4 2022 Jan 10, 2023	SELL	$76.18 - $87.74 $445,805 - $513,454	-5,852 Reduced 15.31%	32,381 $0
Q3 2022 Oct 13, 2022	BUY	$80.75 - $95.31 $13,646 - $16,107	169 Added 0.44%	38,233 $3.23 Million
Q2 2022 Jul 11, 2022	BUY	$87.4 - $113.09 $104,792 - $135,594	1,199 Added 3.25%	38,064 $3.41 Million
Q1 2022 Apr 12, 2022	BUY	$100.58 - $112.38 $118,684 - $132,608	1,180 Added 3.31%	36,865 $4.15 Million
Q4 2021 Jan 12, 2022	BUY	$99.53 - $127.75 $80,519 - $103,349	809 Added 2.32%	35,685 $3.79 Million
Q3 2021 Oct 12, 2021	BUY	$122.75 - $135.17 $4.28 Million - $4.71 Million	34,876 New	34,876 $4.37 Million

Others Institutions Holding MDT

# of Institutions

2,221

Shares Held

1.04B

Call Options Held

7.09M

Put Options Held

4.39M

View Full List

About Medtronic plc

Ticker MDT
Exchange NYSE
Sector Healthcare
Industry Medical Devices
Shares Outstandng 1,329,149,952
Market Cap $119B
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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Roberts Wealth Advisors, LLC Medtronic PLC Transaction History