LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s ResMed RMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39K | Hold |
17
| – | – | ﹤0.01% | 501 |
|
|
2025
Q1 | $3.65K | Hold |
17
| – | – | ﹤0.01% | 514 |
|
|
2024
Q4 | $4.33K | Hold |
17
| – | – | ﹤0.01% | 514 |
|
|
2024
Q3 | $4.06K | Hold |
17
| – | – | ﹤0.01% | 531 |
|
|
2024
Q2 | $3.52K | Hold |
17
| – | – | ﹤0.01% | 528 |
|
|
2024
Q1 | $3.07K | Hold |
17
| – | – | ﹤0.01% | 544 |
|
|
2023
Q4 | $3.23K | Hold |
17
| – | – | ﹤0.01% | 530 |
|
|
2023
Q3 | $2.55K | Hold |
17
| – | – | ﹤0.01% | 580 |
|
|
2023
Q2 | $3.72K | Buy |
+17
| New | +$3.72K | ﹤0.01% | 590 |
|
|
2021
Q3 | – | Sell |
-13
| Closed | -$3K | – | 901 |
|
|
2021
Q2 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 809 |
|
|
2016
Q3 | – | Sell |
-485
| Closed | -$31K | – | 638 |
|
|
2016
Q2 | $31K | Sell |
485
-435
| -47% | -$27.8K | ﹤0.01% | 442 |
|
|
2016
Q1 | $53K | Sell |
920
-365
| -28% | -$21K | ﹤0.01% | 383 |
|
|
2015
Q4 | $69K | Hold |
1,285
| – | – | ﹤0.01% | 377 |
|
|
2015
Q3 | $72K | Hold |
1,285
| – | – | ﹤0.01% | 387 |
|
|
2015
Q2 | $72K | Hold |
1,285
| – | – | ﹤0.01% | 387 |
|
|
2015
Q1 | $92K | Sell |
1,285
-515
| -29% | -$36.9K | ﹤0.01% | 370 |
|
|
2014
Q4 | $101K | Hold |
1,800
| – | – | ﹤0.01% | 358 |
|
|
2014
Q3 | $89K | Hold |
1,800
| – | – | ﹤0.01% | 352 |
|
|
2014
Q2 | $91K | Hold |
1,800
| – | – | ﹤0.01% | 367 |
|
|
2014
Q1 | $80K | Buy |
+1,800
| New | +$80K | ﹤0.01% | 366 |
|