Heartwood 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 | $599K | Sell |
2,323
-27
| -1% | -$6.97K | 0.06% | 104 |
|
|
2025
Q1 | $526K | Sell |
2,350
-50
| -2% | -$11.2K | 0.06% | 98 |
|
|
2024
Q4 | $549K | Hold |
2,400
| – | – | 0.06% | 93 |
|
|
2024
Q3 | $586K | Sell |
2,400
-125
| -5% | -$30.5K | 0.06% | 92 |
|
|
2024
Q2 | $483K | Buy |
+2,525
| New | +$483K | 0.06% | 99 |
|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$219K | – | 142 |
|
|
2023
Q2 | $219K | Hold |
1,000
| – | – | 0.03% | 126 |
|
|
2023
Q1 | $219K | Hold |
1,000
| – | – | 0.03% | 121 |
|
|
2022
Q4 | $208K | Hold |
1,000
| – | – | 0.03% | 120 |
|
|
2022
Q3 | $218K | Hold |
1,000
| – | – | 0.04% | 107 |
|
|
2022
Q2 | $210K | Hold |
1,000
| – | – | 0.03% | 111 |
|
|
2022
Q1 | $243K | Buy |
+1,000
| New | +$243K | 0.04% | 104 |
|