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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.48M | Buy |
103,097
+4,303
| +4% | +$154K | ﹤0.01% | 1458 |
|
|
2025
Q4 | $3.47M | Sell |
98,794
-4,897
| -5% | -$181K | ﹤0.01% | 1269 |
|
|
2025
Q3 | $4.48M | Buy |
103,691
+30,732
| +42% | +$960K | ﹤0.01% | 952 |
|
|
2025
Q2 | $1.61M | Buy |
72,959
+2,254
| +3% | +$43K | ﹤0.01% | 1487 |
|
|
2025
Q1 | $1.25M | Buy |
70,705
+29,184
| +70% | +$599K | ﹤0.01% | 1531 |
|
|
2024
Q4 | $957K | Buy |
41,521
+9,537
| +30% | +$224K | ﹤0.01% | 1676 |
|
|
2024
Q3 | $644K | Buy |
31,984
+2,082
| +7% | +$41.3K | ﹤0.01% | 1888 |
|
|
2024
Q2 | $585K | Sell |
29,902
-416
| -1% | -$8.61K | ﹤0.01% | 1823 |
|
|
2024
Q1 | $680K | Buy |
30,318
+5,740
| +23% | +$113K | ﹤0.01% | 1630 |
|
|
2023
Q4 | $463K | Buy |
24,578
+4,886
| +25% | +$80K | ﹤0.01% | 1764 |
|
|
2023
Q3 | $311K | Sell |
19,692
-2,003
| -9% | -$33.7K | ﹤0.01% | 1915 |
|
|
2023
Q2 | $383K | Sell |
21,695
-517
| -2% | -$8.92K | ﹤0.01% | 1726 |
|
|
2023
Q1 | $406K | Buy |
22,212
+678
| +3% | +$12.3K | ﹤0.01% | 1610 |
|
|
2022
Q4 | $354K | Buy |
21,534
+3,889
| +22% | +$70.5K | ﹤0.01% | 1616 |
|
|
2022
Q3 | $336K | Buy |
17,645
+2,219
| +14% | +$47.1K | ﹤0.01% | 1578 |
|
|
2022
Q2 | $300K | Buy |
15,426
+143
| +0.9% | +$3.23K | ﹤0.01% | 1610 |
|
|
2022
Q1 | $364K | Buy |
15,283
+130
| +0.9% | +$3.26K | ﹤0.01% | 1510 |
|
|
2021
Q4 | $394K | Buy |
15,153
+135
| +0.9% | +$3.5K | ﹤0.01% | 1445 |
|
|
2021
Q3 | $372K | Buy |
15,018
+3,034
| +25% | +$88.2K | ﹤0.01% | 1466 |
|
|
2021
Q2 | $360K | Buy |
11,984
+161
| +1% | +$4.77K | ﹤0.01% | 1458 |
|
|
2021
Q1 | $334K | Buy |
+11,823
| New | +$313K | ﹤0.01% | 1726 |
|
|
2020
Q2 | – | Sell |
-11,070
| Closed | -$54K | – | 2113 |
|
|
2020
Q1 | $54K | Sell |
11,070
-938
| -8% | -$8.85K | ﹤0.01% | 1622 |
|
|
2019
Q4 | $143K | Sell |
12,008
-644
| -5% | -$7.33K | ﹤0.01% | 1706 |
|
|
2019
Q3 | $182K | Sell |
12,652
-3,140
| -20% | -$52.7K | ﹤0.01% | 1631 |
|
|
2019
Q2 | $346K | Buy |
15,792
+810
| +5% | +$17.1K | ﹤0.01% | 1282 |
|
|
2019
Q1 | $289K | Sell |
14,982
-2,042
| -12% | -$45.3K | ﹤0.01% | 1343 |
|
|
2018
Q4 | $350K | Buy |
+17,024
| New | +$363K | ﹤0.01% | 1145 |
|
Other funds holding REZI
CDR
VPM
AI
VCM
