Concord Wealth Partners’s Masco MAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
4,654
-386
| -8% | -$24.8K | 0.04% | 172 |
|
|
2025
Q1 | $350K | Sell |
5,040
-621
| -11% | -$43.2K | 0.06% | 158 |
|
|
2024
Q4 | $411K | Sell |
5,661
-54
| -0.9% | -$3.92K | 0.07% | 153 |
|
|
2024
Q3 | $480K | Buy |
5,715
+33
| +0.6% | +$2.77K | 0.08% | 138 |
|
|
2024
Q2 | $379K | Buy |
5,682
+158
| +3% | +$10.5K | 0.07% | 154 |
|
|
2024
Q1 | $436K | Buy |
5,524
+2,803
| +103% | +$221K | 0.08% | 153 |
|
|
2023
Q4 | $182K | Sell |
2,721
-163
| -6% | -$10.9K | 0.04% | 206 |
|
|
2023
Q3 | $154K | Buy |
+2,884
| New | +$154K | 0.03% | 223 |
|
|
2022
Q3 | – | Sell |
-108
| Closed | -$5K | – | 719 |
|
|
2022
Q2 | $5K | Buy |
108
+54
| +100% | +$2.5K | ﹤0.01% | 826 |
|
|
2022
Q1 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 1029 |
|