Geneos Wealth Management’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.73K | Sell |
40
-58
| -59% | -$9.76K | ﹤0.01% | 2475 |
|
|
2025
Q1 | $16.3K | Buy |
98
+72
| +277% | +$12K | ﹤0.01% | 2414 |
|
|
2024
Q4 | $4.3K | Buy |
26
+14
| +117% | +$2.31K | ﹤0.01% | 2388 |
|
|
2024
Q3 | $1.6K | Buy |
+12
| New | +$1.6K | ﹤0.01% | 2346 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | -$3K | – | 2343 |
|
|
2022
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 2318 |
|
|
2022
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 2472 |
|
|
2021
Q4 | $7K | Hold |
25
| – | – | ﹤0.01% | 2304 |
|
|
2021
Q3 | $6K | Hold |
25
| – | – | ﹤0.01% | 2395 |
|
|
2021
Q2 | $6K | Sell |
25
-100
| -80% | -$24K | ﹤0.01% | 2391 |
|
|
2021
Q1 | $29K | Sell |
125
-100
| -44% | -$23.2K | ﹤0.01% | 1893 |
|
|
2020
Q4 | $51K | Buy |
225
+140
| +165% | +$31.7K | ﹤0.01% | 1452 |
|
|
2020
Q3 | $19K | Hold |
85
| – | – | ﹤0.01% | 1674 |
|
|
2020
Q2 | $18K | Sell |
85
-85
| -50% | -$18K | ﹤0.01% | 1665 |
|
|
2020
Q1 | $30K | Sell |
170
-58
| -25% | -$10.2K | ﹤0.01% | 1342 |
|
|
2019
Q4 | $36K | Buy |
228
+25
| +12% | +$3.95K | ﹤0.01% | 1424 |
|
|
2019
Q3 | $29K | Sell |
203
-40
| -16% | -$5.71K | ﹤0.01% | 1443 |
|
|
2019
Q2 | $36K | Hold |
243
| – | – | ﹤0.01% | 1354 |
|
|
2019
Q1 | $33K | Hold |
243
| – | – | ﹤0.01% | 1348 |
|
|
2018
Q4 | $25K | Sell |
243
-50
| -17% | -$5.14K | ﹤0.01% | 1405 |
|
|
2018
Q3 | $36K | Buy |
+293
| New | +$36K | ﹤0.01% | 1324 |
|