Baker Tilly Wealth Management’s Masco MAS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,145
Closed -$405K 564
2023
Q1
$405K Sell
8,145
-7,509
-48% -$373K 0.05% 388
2022
Q4
$731K Buy
15,654
+4,778
+44% +$223K 0.09% 247
2022
Q3
$508K Sell
10,876
-48
-0.4% -$2.24K 0.07% 287
2022
Q2
$553K Sell
10,924
-316
-3% -$16K 0.07% 276
2022
Q1
$573K Sell
11,240
-974
-8% -$49.7K 0.06% 309
2021
Q4
$858K Buy
12,214
+2,088
+21% +$147K 0.09% 236
2021
Q3
$562K Buy
10,126
+1,145
+13% +$63.5K 0.07% 287
2021
Q2
$529K Buy
8,981
+1,694
+23% +$99.8K 0.09% 266
2021
Q1
$436K Buy
7,287
+1,071
+17% +$64.1K 0.09% 274
2020
Q4
$341K Buy
+6,216
New +$341K 0.11% 215