Creative Planning’s Resideo Technologies REZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.48M | Buy |
|
|||||
|
2025
Q2 | $1.61M | Buy |
|
|||||
|
2025
Q1 | $1.25M | Buy |
|
|||||
|
2024
Q4 | $957K | Buy |
|
|||||
|
2024
Q3 | $644K | Buy |
|
|||||
|
2024
Q2 | $585K | Sell |
|
|||||
|
2024
Q1 | $680K | Buy |
|
|||||
|
2023
Q4 | $463K | Buy |
|
|||||
|
2023
Q3 | $311K | Sell |
|
|||||
|
2023
Q2 | $383K | Sell |
|
|||||
|
2023
Q1 | $406K | Buy |
|
|||||
|
2022
Q4 | $354K | Buy |
|
|||||
|
2022
Q3 | $336K | Buy |
|
|||||
|
2022
Q2 | $300K | Buy |
|
|||||
|
2022
Q1 | $364K | Buy |
|
|||||
|
2021
Q4 | $394K | Buy |
|
|||||
|
2021
Q3 | $372K | Buy |
|
|||||
|
2021
Q2 | $360K | Buy |
|
|||||
|
2021
Q1 | $334K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $54K | Sell |
|
|||||
|
2019
Q4 | $143K | Sell |
|
|||||
|
2019
Q3 | $182K | Sell |
|
|||||
|
2019
Q2 | $346K | Buy |
|
|||||
|
2019
Q1 | $289K | Sell |
|
|||||
|
2018
Q4 | $350K | Buy |
|