SVB Wealth’s ResMed RMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-778
| Closed | -$213K | – | 411 |
|
|
2025
Q3 | $213K | Sell |
778
-19
| -2% | -$5.19K | 0.01% | 396 |
|
|
2025
Q2 | $206K | Buy |
+797
| New | +$190K | 0.01% | 408 |
|
|
2025
Q1 | – | Sell |
-1,123
| Closed | -$257K | – | 1732 |
|
|
2024
Q4 | $257K | Buy |
+1,123
| New | +$270K | ﹤0.01% | 608 |
|
|
2024
Q3 | – | Sell |
-1,230
| Closed | -$235K | – | 474 |
|
|
2024
Q2 | $235K | Sell |
1,230
-313
| -20% | -$63.5K | 0.01% | 631 |
|
|
2024
Q1 | $306K | Sell |
1,543
-189
| -11% | -$34.6K | 0.01% | 626 |
|
|
2023
Q4 | $298K | Buy |
+1,732
| New | +$266K | 0.01% | 634 |
|
|
2023
Q3 | – | Sell |
-1,351
| Closed | -$295K | – | 919 |
|
|
2023
Q2 | $295K | Sell |
1,351
-115
| -8% | -$25.6K | 0.01% | 686 |
|
|
2023
Q1 | $321K | Sell |
1,466
-354
| -19% | -$76.8K | ﹤0.01% | 688 |
|
|
2022
Q4 | $379K | Sell |
1,820
-188
| -9% | -$41.3K | 0.01% | 648 |
|
|
2022
Q3 | $438K | Buy |
2,008
+727
| +57% | +$165K | 0.01% | 561 |
|
|
2022
Q2 | $269K | Sell |
1,281
-192
| -13% | -$40.9K | ﹤0.01% | 600 |
|
|
2022
Q1 | $357K | Sell |
1,473
-427
| -22% | -$103K | ﹤0.01% | 537 |
|
|
2021
Q4 | $495K | Sell |
1,900
-822
| -30% | -$213K | 0.01% | 447 |
|
|
2021
Q3 | $717K | Buy |
2,722
+68
| +3% | +$18.6K | 0.01% | 489 |
|
|
2021
Q2 | $654K | Sell |
2,654
-26
| -1% | -$5.47K | 0.01% | 500 |
|
|
2021
Q1 | $520K | Sell |
2,680
-53
| -2% | -$10.6K | 0.01% | 508 |
|
|
2020
Q4 | $580K | Sell |
2,733
-213
| -7% | -$42.5K | 0.01% | 432 |
|
|
2020
Q3 | $505K | Sell |
2,946
-216
| -7% | -$39.9K | 0.01% | 400 |
|
|
2020
Q2 | $607K | Sell |
3,162
-1,033
| -25% | -$169K | 0.01% | 337 |
|
|
2020
Q1 | $618K | Sell |
4,195
-2,338
| -36% | -$372K | 0.02% | 286 |
|
|
2019
Q4 | $1.01M | Sell |
6,533
-711
| -10% | -$102K | 0.02% | 298 |
|
|
2019
Q3 | $979K | Sell |
7,244
-555
| -7% | -$72.7K | 0.02% | 281 |
|
|
2019
Q2 | $952K | Sell |
7,799
-5,600
| -42% | -$620K | 0.03% | 287 |
|
|
2019
Q1 | $1.39M | Sell |
13,399
-591
| -4% | -$61K | 0.06% | 190 |
|
|
2018
Q4 | $1.59M | Sell |
13,990
-1,463
| -9% | -$157K | 0.07% | 173 |
|
|
2018
Q3 | $1.78M | Sell |
15,453
-61
| -0.4% | -$6.68K | 0.06% | 185 |
|
|
2018
Q2 | $1.61M | Sell |
15,514
-960
| -6% | -$97.1K | 0.06% | 194 |
|
|
2018
Q1 | $1.62M | Buy |
16,474
+1,848
| +13% | +$175K | 0.06% | 199 |
|
|
2017
Q4 | $1.24M | Buy |
14,626
+798
| +6% | +$65.9K | 0.05% | 233 |
|
|
2017
Q3 | $1.06M | Buy |
13,828
+767
| +6% | +$58.7K | 0.04% | 250 |
|
|
2017
Q2 | $1.02M | Buy |
13,061
+1,325
| +11% | +$94.8K | 0.04% | 256 |
|
|
2017
Q1 | $845K | Buy |
11,736
+923
| +9% | +$63.8K | 0.03% | 272 |
|
|
2016
Q4 | $671K | Buy |
10,813
+2,789
| +35% | +$171K | 0.03% | 306 |
|
|
2016
Q3 | $520K | Buy |
8,024
+2,790
| +53% | +$186K | 0.02% | 330 |
|
|
2016
Q2 | $331K | Buy |
5,234
+606
| +13% | +$35.7K | 0.01% | 416 |
|
|
2016
Q1 | $268K | Buy |
4,628
+512
| +12% | +$29K | 0.01% | 446 |
|
|
2015
Q4 | $221K | Buy |
+4,116
| New | +$232K | 0.01% | 496 |
|
Other funds holding RMD
