Clearstead Advisors’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.8K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.98K | Sell |
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|
2024
Q3 | $91.3K | Buy |
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|
2024
Q2 | $75.6K | Buy |
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|
2024
Q1 | $51.7K | Buy |
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|
2023
Q4 | $50.4K | Sell |
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|
2023
Q3 | $74.5K | Sell |
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|
2023
Q2 | $148K | Buy |
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|
2023
Q1 | $21.2K | Buy |
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|
2022
Q4 | $2.22K | Hold |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $20K | Buy |
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|
2022
Q1 | $13K | Buy |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $4K | Hold |
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|
2020
Q3 | $4K | Buy |
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