Roberts Wealth Advisors, LLC Medtronic PLC Transaction History

Roberts Wealth Advisors, LLC

$303 Million
Q4 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 34,681 shares of MDT stock, worth $3.26 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

34,681

Previous 50,015 30.66%

Holding current value

$3.26 Million

Previous $4.5 Million 38.47%

% of portfolio

0.92%

Previous 1.54%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$79.61 - $92.24 $1.22 Million - $1.41 Million	-15,334 Reduced 30.66%	34,681 $2.77 Million
Q3 2024 Oct 15, 2024	BUY	$76.84 - $91.03 $65,314 - $77,375	850 Added 1.73%	50,015 $4.5 Million
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

2,354

Shares Held

1.06B

Call Options Held

Put Options Held

7.22M

View Full List

About Medtronic plc

Ticker MDT
Exchange NYSE
Sector Healthcare
Industry Medical Devices
Shares Outstandng 1,329,149,952
Market Cap $125B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Roberts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roberts Wealth Advisors, LLC with notifications on news.

Account

Roberts Wealth Advisors, LLC Medtronic PLC Transaction History