JFS 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 | $12.9K | Buy |
50
+6
| +14% | +$1.55K | ﹤0.01% | 786 |
|
2025
Q1 | $9.85K | Buy |
44
+1
| +2% | +$224 | ﹤0.01% | 887 |
|
2024
Q4 | $9.83K | Buy |
43
+1
| +2% | +$229 | ﹤0.01% | 857 |
|
2024
Q3 | $10.3K | Buy |
42
+2
| +5% | +$488 | ﹤0.01% | 843 |
|
2024
Q2 | $7.66K | Hold |
40
| – | – | ﹤0.01% | 880 |
|
2024
Q1 | $7.92K | Sell |
40
-5
| -11% | -$990 | ﹤0.01% | 897 |
|
2023
Q4 | $7.74K | Buy |
45
+43
| +2,150% | +$7.4K | ﹤0.01% | 874 |
|
2023
Q3 | $296 | Sell |
2
-36
| -95% | -$5.33K | ﹤0.01% | 1817 |
|
2023
Q2 | $8.3K | Sell |
38
-7
| -16% | -$1.53K | ﹤0.01% | 792 |
|
2023
Q1 | $9.86K | Buy |
45
+3
| +7% | +$657 | ﹤0.01% | 727 |
|
2022
Q4 | $8.74K | Sell |
42
-18
| -30% | -$3.75K | ﹤0.01% | 761 |
|
2022
Q3 | $13K | Buy |
60
+36
| +150% | +$7.8K | ﹤0.01% | 661 |
|
2022
Q2 | $5K | Sell |
24
-22
| -48% | -$4.58K | ﹤0.01% | 1008 |
|
2022
Q1 | $11K | Buy |
46
+29
| +171% | +$6.94K | ﹤0.01% | 770 |
|
2021
Q4 | $4K | Buy |
+17
| New | +$4K | ﹤0.01% | 877 |
|
2020
Q3 | – | Sell |
-101
| Closed | -$19K | – | 594 |
|
2020
Q2 | $19K | Buy |
+101
| New | +$19K | ﹤0.01% | 309 |
|
2019
Q2 | – | Sell |
-34
| Closed | -$4K | – | 479 |
|
2019
Q1 | $4K | Buy |
+34
| New | +$4K | ﹤0.01% | 405 |
|