Exencial Wealth Advisors’s ResMed RMD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $369K | Sell |
1,432
-50
| -3% | -$12.9K | 0.01% | 413 |
|
2025
Q1 | $332K | Sell |
1,482
-112
| -7% | -$25.1K | 0.01% | 415 |
|
2024
Q4 | $365K | Buy |
1,594
+329
| +26% | +$75.2K | 0.01% | 396 |
|
2024
Q3 | $309K | Sell |
1,265
-213
| -14% | -$52K | 0.01% | 422 |
|
2024
Q2 | $283K | Sell |
1,478
-664
| -31% | -$127K | 0.01% | 428 |
|
2024
Q1 | $424K | Sell |
2,142
-56,864
| -96% | -$11.3M | 0.02% | 379 |
|
2023
Q4 | $10.2M | Buy |
59,006
+9,686
| +20% | +$1.67M | 0.41% | 74 |
|
2023
Q3 | $7.29M | Buy |
+49,320
| New | +$7.29M | 0.35% | 87 |
|