Institute for Wealth Management’s Masco MAS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$445K Sell
6,914
-56
-0.8% -$3.6K 0.05% 335
2025
Q1
$485K Sell
6,970
-6
-0.1% -$417 0.06% 295
2024
Q4
$506K Sell
6,976
-20
-0.3% -$1.45K 0.06% 285
2024
Q3
$587K Sell
6,996
-3
-0% -$252 0.07% 266
2024
Q2
$467K Sell
6,999
-174
-2% -$11.6K 0.06% 295
2024
Q1
$566K Sell
7,173
-19
-0.3% -$1.5K 0.07% 262
2023
Q4
$482K Sell
7,192
-96
-1% -$6.43K 0.08% 274
2023
Q3
$390K Sell
7,288
-39
-0.5% -$2.09K 0.07% 291
2023
Q2
$420K Sell
7,327
-40
-0.5% -$2.3K 0.07% 290
2023
Q1
$366K Sell
7,367
-133
-2% -$6.61K 0.07% 307
2022
Q4
$350K Sell
7,500
-181
-2% -$8.45K 0.07% 319
2022
Q3
$359K Sell
7,681
-5
-0.1% -$234 0.08% 303
2022
Q2
$389K Sell
7,686
-51
-0.7% -$2.58K 0.08% 331
2022
Q1
$395K Sell
7,737
-24
-0.3% -$1.23K 0.06% 339
2021
Q4
$545K Sell
7,761
-130
-2% -$9.13K 0.09% 271
2021
Q3
$438K Buy
7,891
+1
+0% +$56 0.08% 297
2021
Q2
$465K Sell
7,890
-300
-4% -$17.7K 0.08% 291
2021
Q1
$491K Sell
8,190
-333
-4% -$20K 0.09% 268
2020
Q4
$468K Sell
8,523
-164
-2% -$9.01K 0.09% 261
2020
Q3
$479K Sell
8,687
-508
-6% -$28K 0.11% 232
2020
Q2
$462K Hold
9,195
0.11% 247
2020
Q1
$318K Sell
9,195
-837
-8% -$28.9K 0.1% 263
2019
Q4
$481K Sell
10,032
-237
-2% -$11.4K 0.11% 258
2019
Q3
$428K Sell
10,269
-1,589
-13% -$66.2K 0.11% 265
2019
Q2
$465K Buy
11,858
+4,182
+54% +$164K 0.1% 267
2019
Q1
$302K Buy
+7,676
New +$302K 0.07% 332
2018
Q1
Sell
-7,788
Closed -$343K 342
2017
Q4
$343K Buy
+7,788
New +$343K 0.08% 281
2017
Q3
Sell
-8,251
Closed -$316K 331
2017
Q2
$316K Buy
+8,251
New +$316K 0.09% 300