EverSource Wealth Advisors’s Masimo MASI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$31.6K Sell
188
-33
-15% -$5.55K ﹤0.01% 1934
2025
Q1
$36.8K Sell
221
-3
-1% -$500 ﹤0.01% 1389
2024
Q4
$37K Buy
224
+64
+40% +$10.6K ﹤0.01% 1325
2024
Q3
$21.3K Sell
160
-113
-41% -$15.1K ﹤0.01% 1457
2024
Q2
$29.2K Sell
273
-24
-8% -$2.57K ﹤0.01% 1333
2024
Q1
$39.9K Buy
297
+2
+0.7% +$269 ﹤0.01% 1069
2023
Q4
$34.6K Buy
295
+264
+852% +$30.9K ﹤0.01% 1038
2023
Q3
$2.72K Buy
31
+28
+933% +$2.46K ﹤0.01% 1919
2023
Q2
$494 Hold
3
﹤0.01% 2358
2023
Q1
$554 Buy
+3
New +$554 ﹤0.01% 2198
2022
Q3
Sell
-467
Closed -$61K 2065
2022
Q2
$61K Buy
+467
New +$61K 0.02% 554