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Ropes Wealth Advisors LLC

SEC CIK
0001641652
Latest filing
Oct 19, 2023

MDT holding history

Medtronic plc in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDT overviewAll 13F holders of MDTFull Q3 2023 holdings

Shares (Q3 2023)
7,205
Value
$564.6K
% of portfolio
0.1%
Quarters held
11
Since Q1 2021
Holdings of MDT by Ropes Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20237,205$564.6K0.1%+1,269+21.4%AddedHolders
Q2 20235,936$522.9K0.1%+2,329+64.6%AddedHolders
Q1 20233,607$290.8K0.1%−374−9.4%ReducedHolders
Q4 20223,981$309.4K0.1%+497+14.3%AddedHolders
Q3 20223,484$281.0K0.1%+52+1.5%AddedHolders
Q2 20223,432$308.0K0.1%+2+0.1%AddedHolders
Q1 20223,430$381.0K0.1%−2,102−38.0%ReducedHolders
Q4 20215,532$572.0K0.1%+685+14.1%AddedHolders
Q3 20214,847$608.0K0.1%−490−9.2%ReducedHolders
Q2 20215,337$662.0K0.1%−2,968−35.7%ReducedHolders
Q1 20218,305$1.04M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.