Exencial Wealth Advisors’s ResMed RMD Stock Holding History

Exencial Wealth Advisors’s Portfolio RMD Stock Details RMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$264K	Sell
2025 Q2	$369K	Sell
2025 Q1	$332K	Sell
2024 Q4	$365K	Buy
2024 Q3	$309K	Sell
2024 Q2	$283K	Sell
2024 Q1	$424K	Sell
2023 Q4	$10.2M	Buy
2023 Q3	$7.29M	Buy