Mount Yale Investment Advisors’s ResMed RMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-243
| Closed | -$62.7K | – | 1410 |
|
|
2025
Q2 | $62.7K | Sell |
243
-2,629
| -92% | -$627K | ﹤0.01% | 758 |
|
|
2025
Q1 | $643K | Sell |
2,872
-524
| -15% | -$122K | 0.06% | 274 |
|
|
2024
Q4 | $777K | Buy |
3,396
+32
| +1% | +$7.71K | 0.06% | 252 |
|
|
2024
Q3 | $821K | Sell |
3,364
-175
| -5% | -$39.1K | 0.08% | 233 |
|
|
2024
Q2 | $677K | Sell |
3,539
-123
| -3% | -$25K | 0.05% | 283 |
|
|
2024
Q1 | $725K | Buy |
3,662
+99
| +3% | +$18.1K | 0.06% | 290 |
|
|
2023
Q4 | $613K | Buy |
3,563
+118
| +3% | +$18.1K | 0.06% | 283 |
|
|
2023
Q3 | $509K | Sell |
3,445
-6,904
| -67% | -$1.25M | 0.06% | 305 |
|
|
2023
Q2 | $2.26M | Sell |
10,349
-200
| -2% | -$44.6K | 0.24% | 96 |
|
|
2023
Q1 | $2.31M | Sell |
10,549
-4,591
| -30% | -$996K | 0.26% | 90 |
|
|
2022
Q4 | $3.15M | Sell |
15,140
-45
| -0.3% | -$9.89K | 0.36% | 73 |
|
|
2022
Q3 | $3.31M | Sell |
15,185
-3,547
| -19% | -$807K | 0.44% | 52 |
|
|
2022
Q2 | $3.93M | Sell |
18,732
-597
| -3% | -$127K | 0.5% | 46 |
|
|
2022
Q1 | $4.69M | Sell |
19,329
-522
| -3% | -$126K | 0.51% | 46 |
|
|
2021
Q4 | $5.17M | Sell |
19,851
-91
| -0.5% | -$23.6K | 0.54% | 43 |
|
|
2021
Q3 | $5.26M | Sell |
19,942
-664
| -3% | -$182K | 0.61% | 37 |
|
|
2021
Q2 | $5.08M | Sell |
20,606
-991
| -5% | -$208K | 0.62% | 40 |
|
|
2021
Q1 | $4.19M | Buy |
21,597
+789
| +4% | +$158K | 0.55% | 46 |
|
|
2020
Q4 | $4.42M | Buy |
20,808
+101
| +0.5% | +$20.1K | 0.62% | 42 |
|
|
2020
Q3 | $3.55M | Buy |
20,707
+328
| +2% | +$60.6K | 0.57% | 47 |
|
|
2020
Q2 | $3.91M | Buy |
20,379
+399
| +2% | +$65.3K | 0.7% | 36 |
|
|
2020
Q1 | $2.94M | Sell |
19,980
-351
| -2% | -$55.9K | 0.66% | 37 |
|
|
2019
Q4 | $3.23M | Sell |
20,331
-360
| -2% | -$51.9K | 0.57% | 43 |
|
|
2019
Q3 | $2.98M | Sell |
20,691
-901
| -4% | -$118K | 0.53% | 42 |
|
|
2019
Q2 | $2.79M | Sell |
21,592
-662
| -3% | -$73.3K | 0.51% | 45 |
|
|
2019
Q1 | $2.31M | Buy |
22,254
+6,134
| +38% | +$633K | 0.43% | 55 |
|
|
2018
Q4 | $1.57M | Buy |
16,120
+11,341
| +237% | +$1.22M | 0.32% | 79 |
|
|
2018
Q3 | $514K | Sell |
4,779
-98
| -2% | -$10.7K | 0.09% | 169 |
|
|
2018
Q2 | $505K | Sell |
4,877
-272
| -5% | -$27.5K | 0.1% | 170 |
|
|
2018
Q1 | $507K | Buy |
+5,149
| New | +$487K | 0.11% | 169 |
|
Other funds holding RMD
