Medtronic shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Medtronic (MDT) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Medtronic
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Quarterly reported holdings in Medtronic by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.4M | 50k | 88.14 |
| 2024-06-30 | $3.8M | 49k | 76.88 |
| 2024-03-31 | $3.8M | 48k | 80.23 |
| 2023-12-31 | $12M | 46k | 261.26 |
| 2023-09-30 | $3.2M | 44k | 71.75 |
| 2023-06-30 | $3.8M | 44k | 88.10 |
| 2023-03-31 | $3.5M | 44k | 79.47 |
| 2022-12-31 | $2.5M | 32k | 78.26 |
| 2022-09-30 | $3.2M | 38k | 84.43 |
| 2022-06-30 | $3.4M | 38k | 89.48 |
| 2022-03-31 | $4.1M | 37k | 112.52 |
| 2021-12-31 | $3.8M | 36k | 106.10 |
| 2021-09-30 | $4.4M | 35k | 125.36 |