Number of Shares
162,769.00
Current Holdings Value*
$14.19 Mil
% of Portfolio
0.82%
Total Estimate Gain
$-685,556.26
% of Total Estimate Gain
-2.11%

Smith Salley Wealth Management's Medtronic PLC Holding Summary

As of 2025-06-30, Smith Salley Wealth Management held 162,769.00 shares of Medtronic PLC(MDT), totaling $14.19 Mil. This investment constitutes 0.82% of their stock portfolio, and Smith Salley Wealth Management now holds 0.01% of the outstanding Medtronic PLC(MDT) stock.

The initial trade took place in 2015Q1. And since then Smith Salley Wealth Management has made 27 purchases of MDT, at an average price of $89.10, for a total of 365,513.00 shares. In addition, there have been 6 sales at an average price of $85.31 for 202,744.00 shares. Based on historical transaction data and MDT's current price of $89.61, Smith Salley Wealth Management's estimated gain on his MDT holdings is $-685,556.26, reflecting a -2.11% gain to date.

Smith Salley Wealth Management MDT ($89.61) Holding Chart

Smith Salley Wealth Management MDT ($89.61) 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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