Clearstead Advisors’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.8K | Buy |
+397
| New | +$66.8K | ﹤0.01% | 1185 |
|
|
2025
Q1 | – | Sell |
-12
| Closed | -$1.98K | – | 2265 |
|
|
2024
Q4 | $1.98K | Sell |
12
-673
| -98% | -$111K | ﹤0.01% | 1841 |
|
|
2024
Q3 | $91.3K | Buy |
685
+85
| +14% | +$11.3K | ﹤0.01% | 1048 |
|
|
2024
Q2 | $75.6K | Buy |
600
+155
| +35% | +$19.5K | ﹤0.01% | 1068 |
|
|
2024
Q1 | $51.7K | Buy |
445
+15
| +3% | +$1.74K | ﹤0.01% | 749 |
|
|
2023
Q4 | $50.4K | Sell |
430
-420
| -49% | -$49.2K | ﹤0.01% | 732 |
|
|
2023
Q3 | $74.5K | Sell |
850
-51
| -6% | -$4.47K | ﹤0.01% | 801 |
|
|
2023
Q2 | $148K | Buy |
901
+786
| +683% | +$129K | 0.01% | 485 |
|
|
2023
Q1 | $21.2K | Buy |
115
+100
| +667% | +$18.5K | ﹤0.01% | 845 |
|
|
2022
Q4 | $2.22K | Hold |
15
| – | – | ﹤0.01% | 1076 |
|
|
2022
Q3 | $2K | Sell |
15
-140
| -90% | -$18.7K | ﹤0.01% | 1081 |
|
|
2022
Q2 | $20K | Buy |
155
+65
| +72% | +$8.39K | ﹤0.01% | 798 |
|
|
2022
Q1 | $13K | Buy |
90
+75
| +500% | +$10.8K | ﹤0.01% | 949 |
|
|
2021
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 1016 |
|
|
2021
Q3 | $4K | Hold |
15
| – | – | ﹤0.01% | 1049 |
|
|
2021
Q2 | $4K | Hold |
15
| – | – | ﹤0.01% | 922 |
|
|
2021
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 923 |
|
|
2020
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 831 |
|
|
2020
Q3 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 760 |
|