Allworth Financial’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.1K | Buy |
387
+163
| +73% | +$27.4K | ﹤0.01% | 1784 |
|
|
2025
Q1 | $36.4K | Buy |
224
+12
| +6% | +$1.95K | ﹤0.01% | 1711 |
|
|
2024
Q4 | $36.7K | Buy |
212
+52
| +33% | +$9K | ﹤0.01% | 1734 |
|
|
2024
Q3 | $21.4K | Sell |
160
-1
| -0.6% | -$134 | ﹤0.01% | 1863 |
|
|
2024
Q2 | $17.2K | Sell |
161
-1
| -0.6% | -$107 | ﹤0.01% | 1973 |
|
|
2024
Q1 | $23.8K | Buy |
162
+34
| +27% | +$5K | ﹤0.01% | 1674 |
|
|
2023
Q4 | $15K | Sell |
128
-97
| -43% | -$11.4K | ﹤0.01% | 1803 |
|
|
2023
Q3 | $19.7K | Buy |
225
+61
| +37% | +$5.35K | ﹤0.01% | 1524 |
|
|
2023
Q2 | $27K | Hold |
164
| – | – | ﹤0.01% | 1367 |
|
|
2023
Q1 | $30.3K | Hold |
164
| – | – | ﹤0.01% | 1264 |
|
|
2022
Q4 | $24.3K | Sell |
164
-6
| -4% | -$888 | ﹤0.01% | 1271 |
|
|
2022
Q3 | $24K | Buy |
170
+100
| +143% | +$14.1K | ﹤0.01% | 1219 |
|
|
2022
Q2 | $9K | Hold |
70
| – | – | ﹤0.01% | 1608 |
|
|
2022
Q1 | $10K | Buy |
70
+20
| +40% | +$2.86K | ﹤0.01% | 1486 |
|
|
2021
Q4 | $15K | Sell |
50
-40
| -44% | -$12K | ﹤0.01% | 1234 |
|
|
2021
Q3 | $24K | Buy |
90
+40
| +80% | +$10.7K | ﹤0.01% | 971 |
|
|
2021
Q2 | $12K | Hold |
50
| – | – | ﹤0.01% | 993 |
|
|
2021
Q1 | $11K | Sell |
50
-50
| -50% | -$11K | ﹤0.01% | 957 |
|
|
2020
Q4 | $27K | Hold |
100
| – | – | ﹤0.01% | 596 |
|
|
2020
Q3 | $24K | Hold |
100
| – | – | ﹤0.01% | 540 |
|
|
2020
Q2 | $23K | Buy |
+100
| New | +$23K | ﹤0.01% | 560 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$15K | – | 992 |
|
|
2019
Q2 | $15K | Hold |
100
| – | – | ﹤0.01% | 510 |
|
|
2019
Q1 | $14K | Buy |
+100
| New | +$14K | ﹤0.01% | 519 |
|