IFP Advisors’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4
| Closed | -$4.66K | – | 2110 |
|
|
2025
Q1 | $4.66K | Buy |
+4
| New | +$4.66K | ﹤0.01% | 2868 |
|
|
2024
Q4 | – | Sell |
-7
| Closed | -$933 | – | 2881 |
|
|
2024
Q3 | $933 | Hold |
7
| – | – | ﹤0.01% | 3087 |
|
|
2024
Q2 | $882 | Hold |
7
| – | – | ﹤0.01% | 3011 |
|
|
2024
Q1 | $1.03K | Hold |
7
| – | – | ﹤0.01% | 2866 |
|
|
2023
Q4 | $820 | Buy |
+7
| New | +$820 | ﹤0.01% | 2834 |
|
|
2023
Q1 | – | Sell |
-46
| Closed | -$8K | – | 4008 |
|
|
2022
Q4 | $8K | Sell |
46
-115
| -71% | -$20K | ﹤0.01% | 3530 |
|
|
2022
Q3 | $30K | Buy |
161
+89
| +124% | +$16.6K | ﹤0.01% | 2771 |
|
|
2022
Q2 | $28K | Hold |
72
| – | – | ﹤0.01% | 2580 |
|
|
2022
Q1 | $28K | Buy |
72
+52
| +260% | +$20.2K | ﹤0.01% | 2580 |
|
|
2021
Q4 | $6K | Buy |
20
+3
| +18% | +$900 | ﹤0.01% | 2378 |
|
|
2021
Q3 | $5K | Sell |
17
-91
| -84% | -$26.8K | ﹤0.01% | 2498 |
|
|
2021
Q2 | $26K | Buy |
108
+91
| +535% | +$21.9K | ﹤0.01% | 1809 |
|
|
2021
Q1 | $4K | Hold |
17
| – | – | ﹤0.01% | 2460 |
|
|
2020
Q4 | $5K | Sell |
17
-14
| -45% | -$4.12K | ﹤0.01% | 2318 |
|
|
2020
Q3 | $7K | Sell |
31
-204
| -87% | -$46.1K | ﹤0.01% | 2030 |
|
|
2020
Q2 | $48K | Buy |
235
+151
| +180% | +$30.8K | ﹤0.01% | 1233 |
|
|
2020
Q1 | $15K | Sell |
84
-29
| -26% | -$5.18K | ﹤0.01% | 1600 |
|
|
2019
Q4 | $19K | Sell |
113
-106
| -48% | -$17.8K | ﹤0.01% | 1633 |
|
|
2019
Q3 | $32K | Buy |
+219
| New | +$32K | ﹤0.01% | 1567 |
|
|
2019
Q1 | $51K | Sell |
365
-615
| -63% | -$85.9K | 0.01% | 964 |
|
|
2018
Q4 | $103K | Sell |
980
-79
| -7% | -$8.3K | 0.01% | 1174 |
|
|
2018
Q3 | $132K | Buy |
1,059
+52
| +5% | +$6.48K | 0.01% | 1311 |
|
|
2018
Q2 | $98K | Buy |
1,007
+512
| +103% | +$49.8K | ﹤0.01% | 1484 |
|
|
2018
Q1 | $42K | Hold |
495
| – | – | ﹤0.01% | 1919 |
|
|
2017
Q4 | $42K | Buy |
495
+31
| +7% | +$2.63K | ﹤0.01% | 1915 |
|
|
2017
Q3 | $40K | Buy |
464
+69
| +17% | +$5.95K | ﹤0.01% | 2117 |
|
|
2017
Q2 | $36K | Sell |
395
-65
| -14% | -$5.92K | ﹤0.01% | 2166 |
|
|
2017
Q1 | $43K | Sell |
460
-9
| -2% | -$841 | ﹤0.01% | 2001 |
|
|
2016
Q4 | $32K | Sell |
469
-18
| -4% | -$1.23K | ﹤0.01% | 2135 |
|
|
2016
Q3 | $29K | Buy |
487
+61
| +14% | +$3.63K | ﹤0.01% | 2153 |
|
|
2016
Q2 | $22K | Buy |
426
+61
| +17% | +$3.15K | ﹤0.01% | 2275 |
|
|
2016
Q1 | $51K | Buy |
365
+76
| +26% | +$10.6K | 0.01% | 964 |
|
|
2015
Q4 | $12K | Buy |
+289
| New | +$12K | ﹤0.01% | 2471 |
|