Carson Wealth (CWM LLC)’s Masimo MASI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Sell |
931
-219
| -19% | -$36.9K | ﹤0.01% | 2372 |
|
|
2025
Q1 | $192K | Buy |
1,150
+15
| +1% | +$2.5K | ﹤0.01% | 1944 |
|
|
2024
Q4 | $188K | Buy |
1,135
+65
| +6% | +$10.8K | ﹤0.01% | 1857 |
|
|
2024
Q3 | $143K | Sell |
1,070
-93
| -8% | -$12.4K | ﹤0.01% | 1956 |
|
|
2024
Q2 | $146K | Buy |
1,163
+53
| +5% | +$6.65K | ﹤0.01% | 1751 |
|
|
2024
Q1 | $163K | Sell |
1,110
-208
| -16% | -$30.5K | ﹤0.01% | 1608 |
|
|
2023
Q4 | $154K | Buy |
1,318
+157
| +14% | +$18.3K | ﹤0.01% | 1536 |
|
|
2023
Q3 | $102K | Sell |
1,161
-124
| -10% | -$10.9K | ﹤0.01% | 1617 |
|
|
2023
Q2 | $211K | Sell |
1,285
-23
| -2% | -$3.78K | ﹤0.01% | 1224 |
|
|
2023
Q1 | $241K | Buy |
1,308
+32
| +3% | +$5.9K | ﹤0.01% | 1127 |
|
|
2022
Q4 | $189K | Sell |
1,276
-77
| -6% | -$11.4K | ﹤0.01% | 1116 |
|
|
2022
Q3 | $191K | Buy |
1,353
+180
| +15% | +$25.4K | ﹤0.01% | 1072 |
|
|
2022
Q2 | $153K | Buy |
1,173
+91
| +8% | +$11.9K | ﹤0.01% | 1144 |
|
|
2022
Q1 | $157K | Buy |
1,082
+211
| +24% | +$30.6K | ﹤0.01% | 1143 |
|
|
2021
Q4 | $255K | Buy |
+871
| New | +$255K | ﹤0.01% | 925 |
|
|
2021
Q2 | $206K | Hold |
851
| – | – | ﹤0.01% | 894 |
|
|
2021
Q1 | $206K | Hold |
851
| – | – | ﹤0.01% | 894 |
|
|
2020
Q4 | $206K | Hold |
851
| – | – | ﹤0.01% | 894 |
|
|
2020
Q3 | $206K | Hold |
851
| – | – | ﹤0.01% | 894 |
|
|
2020
Q2 | $206K | Hold |
851
| – | – | ﹤0.01% | 894 |
|
|
2020
Q1 | $206K | Hold |
851
| – | – | ﹤0.01% | 894 |
|
|
2019
Q4 | $206K | Hold |
851
| – | – | ﹤0.01% | 894 |
|
|
2019
Q3 | $206K | Hold |
851
| – | – | ﹤0.01% | 894 |
|
|
2019
Q2 | $206K | Hold |
851
| – | – | ﹤0.01% | 894 |
|
|
2019
Q1 | $206K | Buy |
851
+839
| +6,992% | +$203K | ﹤0.01% | 894 |
|
|
2018
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1923 |
|
|
2015
Q1 | – | Sell |
-119,524
| Closed | -$3.15M | – | 187 |
|
|
2014
Q4 | $3.15M | Buy |
119,524
+19,745
| +20% | +$520K | 0.38% | 101 |
|
|
2014
Q3 | $2.12M | Buy |
99,779
+23,653
| +31% | +$503K | 0.31% | 95 |
|
|
2014
Q2 | $1.8M | Sell |
76,126
-1,043
| -1% | -$24.6K | 0.32% | 93 |
|
|
2014
Q1 | $2.11M | Buy |
77,169
+42,397
| +122% | +$1.16M | 0.29% | 64 |
|
|
2013
Q4 | $1.02M | Buy |
34,772
+9,569
| +38% | +$280K | 0.16% | 90 |
|
|
2013
Q3 | $671K | Buy |
+25,203
| New | +$671K | 0.18% | 75 |
|