Holistic Financial Partners Medtronic PLC Transaction History

Holistic Financial Partners

$197 Million
Q4 2024

A detailed history of Holistic Financial Partners transactions in Medtronic PLC stock. As of the latest transaction made, Holistic Financial Partners holds 4,087 shares of MDT stock, worth $373,347. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,087

Previous 3,936 3.84%

Holding current value

$373,347

Previous $354,000 7.91%

% of portfolio

0.17%

Previous 0.17%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$79.61 - $92.24 $12,021 - $13,928	151 Added 3.84%	4,087 $326,000
Q3 2024 Nov 07, 2024	BUY	$76.84 - $91.03 $3,150 - $3,732	41 Added 1.05%	3,936 $354,000
Q2 2024 Jul 30, 2024	SELL	$78.71 - $87.02 $47,383 - $52,386	-602 Reduced 13.39%	3,895 $306,000
Q1 2024 May 08, 2024	SELL	$82.84 - $88.09 $2,733 - $2,906	-33 Reduced 0.73%	4,497 $391,000
Q4 2023 Feb 12, 2024	BUY	$69.43 - $83.43 $27,285 - $32,787	393 Added 9.5%	4,530 $373,000
Q3 2023 Nov 08, 2023	BUY	$78.22 - $90.4 $9,933 - $11,480	127 Added 3.17%	4,137 $324,000
Q2 2023 Aug 09, 2023	SELL	$79.47 - $91.38 $26,304 - $30,246	-331 Reduced 7.62%	4,010 $353,000
Q1 2023 May 04, 2023	BUY	$76.72 - $87.58 $48,410 - $55,262	631 Added 17.01%	4,341 $349,000
Q4 2022 Feb 07, 2023	BUY	$76.18 - $87.74 $37,252 - $42,904	489 Added 15.18%	3,710 $288,000
Q3 2022 Nov 09, 2022	BUY	$80.75 - $95.31 $12,112 - $14,296	150 Added 4.88%	3,221 $260,000
Q2 2022 Aug 02, 2022	SELL	$87.4 - $113.09 $25,433 - $32,909	-291 Reduced 8.66%	3,071 $276,000
Q1 2022 May 13, 2022	BUY	$100.58 - $112.38 $42,545 - $47,536	423 Added 14.39%	3,362 $373,000
Q4 2021 Feb 11, 2022	BUY	$99.53 - $127.75 $6,768 - $8,687	68 Added 2.37%	2,939 $304,000
Q3 2021 Nov 12, 2021	BUY	$122.75 - $135.17 $36,947 - $40,686	301 Added 11.71%	2,871 $360,000
Q2 2021 Aug 13, 2021	SELL	$118.19 - $131.5 $21,037 - $23,407	-178 Reduced 6.48%	2,570 $319,000
Q1 2021 May 11, 2021	SELL	$111.18 - $119.74 $61,816 - $66,575	-556 Reduced 16.83%	2,748 $325,000
Q4 2020 Feb 10, 2021	BUY	$100.57 - $117.14 $17,298 - $20,148	172 Added 5.49%	3,304 $387,000
Q3 2020 Nov 13, 2020	BUY	$90.13 - $108.78 $17,214 - $20,776	191 Added 6.49%	3,132 $326,000
Q2 2020 Aug 13, 2020	SELL	$84.11 - $103.33 $8,831 - $10,849	-105 Reduced 3.45%	2,941 $270,000
Q1 2020 May 05, 2020	SELL	$72.92 - $121.3 $4,958 - $8,248	-68 Reduced 2.18%	3,046 $275,000
Q4 2019 Feb 06, 2020	BUY	$104.49 - $114.54 $1,462 - $1,603	14 Added 0.45%	3,114 $353,000
Q3 2019 Nov 07, 2019	BUY	$98.02 - $111.18 $73,220 - $83,051	747 Added 31.75%	3,100 $336,000
Q2 2019 Aug 07, 2019	SELL	$84.15 - $99.38 $1.29 Million - $1.52 Million	-15,327 Reduced 86.69%	2,353 $229,000
Q1 2019 May 07, 2019	BUY	$82.45 - $93.79 $1.46 Million - $1.66 Million	17,680 New	17,680 $1.61 Million
Q2 2018 Aug 14, 2018	SELL	$77.48 - $87.83 $102,970 - $116,726	-1,329 Closed	0 $0
Q1 2018 May 14, 2018	SELL	$76.55 - $87.26 $842 - $959	-11 Reduced 0.82%	1,329 $107,000
Q4 2017 Feb 09, 2018	BUY	$76.93 - $83.5 $103,086 - $111,890	1,340	1,340 $108,000

Others Institutions Holding MDT

# of Institutions

2,325

Shares Held

1.05B

Call Options Held

8.08M

Put Options Held

7.18M

View Full List

About Medtronic plc

Ticker MDT
Exchange NYSE
Sector Healthcare
Industry Medical Devices
Shares Outstandng 1,329,149,952
Market Cap $121B
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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Holistic Financial Partners Medtronic PLC Transaction History