HHM Wealth Advisors’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-625
| Closed | -$83.3K | – | 1033 |
|
|
2024
Q3 | $83.3K | Hold |
625
| – | – | 0.01% | 271 |
|
|
2024
Q2 | $78.7K | Buy |
625
+125
| +25% | +$15.7K | 0.01% | 277 |
|
|
2024
Q1 | $73.4K | Hold |
500
| – | – | 0.01% | 250 |
|
|
2023
Q4 | $58.6K | Hold |
500
| – | – | 0.01% | 268 |
|
|
2023
Q3 | $43.8K | Hold |
500
| – | – | 0.01% | 291 |
|
|
2023
Q2 | $82.3K | Hold |
500
| – | – | 0.02% | 224 |
|
|
2023
Q1 | $92.3K | Hold |
500
| – | – | 0.02% | 206 |
|
|
2022
Q4 | $74K | Hold |
500
| – | – | 0.02% | 202 |
|
|
2022
Q3 | $71K | Hold |
500
| – | – | 0.02% | 190 |
|
|
2022
Q2 | $65K | Sell |
500
-54
| -10% | -$7.02K | 0.02% | 249 |
|
|
2022
Q1 | $81K | Hold |
554
| – | – | 0.02% | 242 |
|
|
2021
Q4 | $162K | Hold |
554
| – | – | 0.04% | 160 |
|
|
2021
Q3 | $150K | Hold |
554
| – | – | 0.04% | 166 |
|
|
2021
Q2 | $134K | Buy |
554
+54
| +11% | +$13.1K | 0.04% | 177 |
|
|
2021
Q1 | $115K | Hold |
500
| – | – | 0.04% | 168 |
|
|
2020
Q4 | $134K | Hold |
500
| – | – | 0.05% | 138 |
|
|
2020
Q3 | $118K | Hold |
500
| – | – | 0.05% | 132 |
|
|
2020
Q2 | $114K | Hold |
500
| – | – | 0.05% | 123 |
|
|
2020
Q1 | $89K | Buy |
+500
| New | +$89K | 0.04% | 130 |
|