Glassman Wealth Services’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-82
| Closed | -$9.61K | – | 1127 |
|
2023
Q4 | $9.61K | Buy |
82
+71
| +645% | +$8.32K | ﹤0.01% | 895 |
|
2023
Q3 | $964 | Buy |
11
+3
| +38% | +$263 | ﹤0.01% | 1555 |
|
2023
Q2 | $1.32K | Hold |
8
| – | – | ﹤0.01% | 1368 |
|
2023
Q1 | $1.48K | Hold |
8
| – | – | ﹤0.01% | 1329 |
|
2022
Q4 | $1.18K | Sell |
8
-1
| -11% | -$148 | ﹤0.01% | 1381 |
|
2022
Q3 | $1K | Buy |
9
+3
| +50% | +$333 | ﹤0.01% | 1449 |
|
2022
Q2 | $1K | Sell |
6
-66
| -92% | -$11K | ﹤0.01% | 1463 |
|
2022
Q1 | $10K | Buy |
72
+60
| +500% | +$8.33K | ﹤0.01% | 830 |
|
2021
Q4 | $4K | Buy |
12
+4
| +50% | +$1.33K | ﹤0.01% | 1036 |
|
2021
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 1187 |
|
2021
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 1155 |
|
2021
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 1109 |
|
2020
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 1085 |
|
2020
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 1016 |
|
2020
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 871 |
|
2020
Q1 | $1K | Sell |
8
-4
| -33% | -$500 | ﹤0.01% | 925 |
|
2019
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 771 |
|
2019
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 711 |
|
2019
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 731 |
|