EP Wealth Advisors’s ResMed RMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Buy |
2,643
+343
| +15% | +$88.5K | ﹤0.01% | 666 |
|
|
2025
Q1 | $515K | Sell |
2,300
-117
| -5% | -$26.2K | ﹤0.01% | 695 |
|
|
2024
Q4 | $553K | Buy |
2,417
+96
| +4% | +$22K | ﹤0.01% | 656 |
|
|
2024
Q3 | $567K | Buy |
2,321
+315
| +16% | +$76.9K | ﹤0.01% | 650 |
|
|
2024
Q2 | $384K | Sell |
2,006
-366
| -15% | -$70.1K | ﹤0.01% | 595 |
|
|
2024
Q1 | $470K | Sell |
2,372
-76
| -3% | -$15.1K | 0.01% | 522 |
|
|
2023
Q4 | $421K | Sell |
2,448
-375
| -13% | -$64.5K | 0.01% | 525 |
|
|
2023
Q3 | $417K | Sell |
2,823
-103,825
| -97% | -$15.4M | 0.01% | 492 |
|
|
2023
Q2 | $603K | Buy |
106,648
+87,206
| +449% | +$493K | 0.01% | 428 |
|
|
2023
Q1 | $12.9K | Buy |
19,442
+16,852
| +651% | +$11.2K | ﹤0.01% | 618 |
|
|
2022
Q4 | $539K | Buy |
+2,590
| New | +$539K | 0.01% | 362 |
|
|
2022
Q3 | – | Sell |
-2,655
| Closed | -$557K | – | 563 |
|
|
2022
Q2 | $557K | Sell |
2,655
-260
| -9% | -$54.5K | 0.01% | 351 |
|
|
2022
Q1 | $707K | Sell |
2,915
-71
| -2% | -$17.2K | 0.02% | 318 |
|
|
2021
Q4 | $778K | Buy |
2,986
+100
| +3% | +$26.1K | 0.02% | 285 |
|
|
2021
Q3 | $761K | Buy |
2,886
+1,036
| +56% | +$273K | 0.02% | 269 |
|
|
2021
Q2 | $456K | Sell |
1,850
-1,132
| -38% | -$279K | 0.01% | 353 |
|
|
2021
Q1 | $579K | Hold |
2,982
| – | – | 0.02% | 299 |
|
|
2020
Q4 | $634K | Buy |
+2,982
| New | +$634K | 0.02% | 235 |
|
|
2020
Q3 | – | Hold |
0
| – | -$1.45M | – | 382 |
|
|
2020
Q2 | – | Sell |
-8,274
| Closed | -$1.22M | – | 141 |
|
|
2020
Q1 | $1.22M | Buy |
8,274
+3,294
| +66% | +$485K | 0.06% | 149 |
|
|
2019
Q4 | $772K | Buy |
+4,980
| New | +$772K | 0.03% | 221 |
|