Number of Shares
41,214.00
Current Holdings Value*
$3.60 Mil
% of Portfolio
1.87%
Total Estimate Gain
$149,089.53
% of Total Estimate Gain
4.21%

Old North State Wealth Management, LLC's Medtronic PLC Holding Summary

As of 2025-06-30, Old North State Wealth Management, LLC held 41,214.00 shares of Medtronic PLC(MDT), totaling $3.60 Mil. This investment constitutes 1.87% of their stock portfolio, and Old North State Wealth Management, LLC now holds 0% of the outstanding Medtronic PLC(MDT) stock.

The initial trade took place in 2021Q4. And since then Old North State Wealth Management, LLC has made 14 purchases of MDT, at an average price of $85.91, for a total of 41,214.00 shares. Based on historical transaction data and MDT's current price of $89.53, Old North State Wealth Management, LLC's estimated gain on his MDT holdings is $149,089.53, reflecting a 4.21% gain to date.

Old North State Wealth Management, LLC MDT ($89.53) Holding Chart

Old North State Wealth Management, LLC MDT ($89.53) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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