Schwarz Dygos Wheeler Investment Advisors LLC Medtronic PLC Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$428 Million
Q2 2025

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Medtronic PLC stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 5,182 shares of MDT stock, worth $492,497. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,182

Previous 5,164 0.35%

Holding current value

$492,497

Previous $464,000 2.8%

% of portfolio

0.11%

Previous 0.11%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$80.68 - $88.86 $1,452 - $1,599	18 Added 0.35%	5,182 $451,000
Q1 2025 May 02, 2025	BUY	$79.84 - $94.5 $20,918 - $24,759	262 Added 5.34%	5,164 $464,000
Q4 2024 Feb 07, 2025	SELL	$79.61 - $92.24 $459,747 - $532,686	-5,775 Reduced 54.09%	4,902 $391,000
Q3 2024 Nov 08, 2024	BUY	$76.84 - $91.03 $54,710 - $64,813	712 Added 7.15%	10,677 $961,000
Q2 2024 Aug 02, 2024	BUY	$78.71 - $87.02 $5,430 - $6,004	69 Added 0.7%	9,965 $784,000
Q1 2024 May 03, 2024	BUY	$82.84 - $88.09 $21,455 - $22,815	259 Added 2.69%	9,896 $862,000
Q4 2023 Feb 02, 2024	BUY	$69.43 - $83.43 $5,693 - $6,841	82 Added 0.86%	9,637 $793,000
Q3 2023 Nov 03, 2023	BUY	$78.22 - $90.4 $3,285 - $3,796	42 Added 0.44%	9,555 $748,000
Q2 2023 Aug 11, 2023	BUY	$79.47 - $91.38 $37,827 - $43,496	476 Added 5.27%	9,513 $838,000
Q1 2023 Apr 27, 2023	BUY	$76.72 - $87.58 $5,447 - $6,218	71 Added 0.79%	9,037 $728,000
Q4 2022 Feb 08, 2023	SELL	$76.18 - $87.74 $13,102 - $15,091	-172 Reduced 1.88%	8,966 $696,000
Q3 2022 Nov 04, 2022	SELL	$80.75 - $95.31 $15,746 - $18,585	-195 Reduced 2.09%	9,138 $738,000
Q2 2022 Aug 09, 2022	SELL	$87.4 - $113.09 $38,193 - $49,420	-437 Reduced 4.47%	9,333 $838,000
Q1 2022 May 11, 2022	BUY	$100.58 - $112.38 $38,220 - $42,704	380 Added 4.05%	9,770 $1.08 Million
Q4 2021 Feb 08, 2022	SELL	$99.53 - $127.75 $97,439 - $125,067	-979 Reduced 9.44%	9,390 $971,000
Q3 2021 Oct 21, 2021	SELL	$122.75 - $135.17 $2,577 - $2,838	-21 Reduced 0.2%	10,369 $1.3 Million
Q2 2021 Jul 28, 2021	BUY	$118.19 - $131.5 $26,474 - $29,456	224 Added 2.2%	10,390 $1.29 Million
Q1 2021 May 07, 2021	BUY	$111.18 - $119.74 $117,628 - $126,684	1,058 Added 11.62%	10,166 $1.2 Million
Q4 2020 Feb 12, 2021	BUY	$100.57 - $117.14 $282,501 - $329,046	2,809 Added 44.59%	9,108 $1.07 Million
Q3 2020 Nov 03, 2020	BUY	$90.13 - $108.78 $39,837 - $48,080	442 Added 7.55%	6,299 $655,000
Q2 2020 Jul 15, 2020	BUY	$84.11 - $103.33 $13,962 - $17,152	166 Added 2.92%	5,857 $543,000
Q1 2020 Apr 14, 2020	BUY	$72.92 - $121.3 $146,423 - $243,570	2,008 Added 54.52%	5,691 $513,000
Q2 2019 Nov 15, 2019	SELL	$84.15 - $99.38 $32,902 - $38,857	-391 Reduced 9.6%	3,683 $359,000
Q4 2018 Nov 15, 2019	BUY	$85.8 - $99.49 $349,549 - $405,322	4,074 New	4,074 $371,000

Others Institutions Holding MDT

# of Institutions

2,462

Shares Held

1.07B

Call Options Held

10.9M

Put Options Held

9.19M

View Full List

About Medtronic plc

Ticker MDT
Exchange NYSE
Sector Healthcare
Industry Medical Devices
Shares Outstandng 1,329,149,952
Market Cap $126B
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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Schwarz Dygos Wheeler Investment Advisors LLC Medtronic PLC Transaction History