A detailed history of Summit Financial Strategies, Inc. transactions in Medtronic PLC stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 2,752 shares of MDT stock, worth $235,791. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,752
Previous 2,992 8.02%
Holding current value
$235,791
Previous $235,000 5.11%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$76.84 - $91.03 $18,441 - $21,847
-240 Reduced 8.02%
2,752 $247,000
Q2 2024

Jul 19, 2024

SELL
$78.71 - $87.02 $22,432 - $24,800
-285 Reduced 8.7%
2,992 $235,000
Q1 2024

May 09, 2024

SELL
$82.84 - $88.09 $30,733 - $32,681
-371 Reduced 10.17%
3,277 $285,000
Q3 2023

Oct 24, 2023

BUY
$78.22 - $90.4 $8,369 - $9,672
107 Added 3.02%
3,648 $285,000
Q2 2023

Jul 21, 2023

BUY
$79.47 - $91.38 $79 - $91
1 Added 0.03%
3,541 $311,000
Q1 2023

Apr 21, 2023

BUY
$76.72 - $87.58 $7,672 - $8,758
100 Added 2.91%
3,540 $285,000
Q2 2022

Jul 25, 2022

SELL
$87.4 - $113.09 $8,740 - $11,309
-100 Reduced 2.82%
3,440 $309,000
Q1 2022

May 04, 2022

BUY
$100.58 - $112.38 $10,058 - $11,238
100 Added 2.91%
3,540 $393,000
Q3 2021

Nov 10, 2021

BUY
$122.75 - $135.17 $21,849 - $24,060
178 Added 5.46%
3,440 $431,000
Q2 2021

Aug 11, 2021

BUY
$118.19 - $131.5 $385,535 - $428,953
3,262 New
3,262 $405,000
Q1 2018

May 14, 2018

SELL
$76.55 - $87.26 $300,918 - $343,019
-3,931 Closed
0 $0
Q4 2017

Jan 29, 2018

BUY
$76.93 - $83.5 $302,411 - $328,238
3,931
3,931 $317,000

Others Institutions Holding MDT

About Medtronic plc


  • Ticker MDT
  • Exchange NYSE
  • Sector Healthcare
  • Industry Medical Devices
  • Shares Outstandng 1,329,149,952
  • Market Cap $114B
  • 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
Track This Portfolio

Track Summit Financial Strategies, Inc. Portfolio

Follow Summit Financial Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.