Proficio Capital Partners’s ResMed RMD Stock Holding History

Proficio Capital Partners’s Portfolio RMD Stock Details RMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,034	Closed	-$267K	–	386
2025 Q2	$267K	Buy	1,034 +76	+8%	+$18.1K	0.02%	347
2025 Q1	$214K	Sell	958 -5	-0.5%	-$1.17K	0.02%	357
2024 Q4	$220K	Buy	+963	New	+$232K	0.02%	325
2019 Q3	–	Sell	-722	Closed	-$88K	–	1227
2019 Q2	$88K	Buy	722 +45	+7%	+$4.99K	0.03%	231
2019 Q1	$70K	Buy	677 +49	+8%	+$5.06K	0.03%	268
2018 Q4	$72K	Sell	628 -45	-7%	-$4.82K	0.03%	218
2018 Q3	$78K	Sell	673 -5	-0.7%	-$548	0.03%	252
2018 Q2	$70K	Buy	678 +250	+58%	+$25.3K	0.03%	270
2018 Q1	$42K	Sell	428 -9	-2%	-$850	0.02%	390
2017 Q4	$37K	Hold	437	–	–	0.01%	422
2017 Q3	$34K	Sell	437 -152	-26%	-$11.6K	0.01%	468
2017 Q2	$43K	Buy	589 +152	+35%	+$10.9K	0.02%	416
2017 Q1	$31K	Buy	437 +275	+170%	+$19K	0.01%	503
2016 Q4	$10K	Buy	162 +130	+406%	+$7.96K	0.01%	612
2016 Q3	$2K	Sell	32 -201	-86%	-$13.4K	﹤0.01%	877
2016 Q2	$15K	Buy	233 +201	+628%	+$11.8K	0.01%	486
2016 Q1	$2K	Sell	32 -79	-71%	-$4.47K	﹤0.01%	778
2015 Q4	$6K	Buy	+111	New	+$6.26K	0.01%	392

Other funds holding RMD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return