JFS Wealth 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 | $3.37K | Sell |
20
-3
| -13% | -$505 | ﹤0.01% | 1225 |
|
|
2025
Q1 | $3.83K | Buy |
23
+4
| +21% | +$666 | ﹤0.01% | 1230 |
|
|
2024
Q4 | $3.14K | Buy |
19
+1
| +6% | +$165 | ﹤0.01% | 1302 |
|
|
2024
Q3 | $2.4K | Buy |
18
+1
| +6% | +$133 | ﹤0.01% | 1406 |
|
|
2024
Q2 | $2.14K | Hold |
17
| – | – | ﹤0.01% | 1403 |
|
|
2024
Q1 | $2.5K | Hold |
17
| – | – | ﹤0.01% | 1364 |
|
|
2023
Q4 | $1.99K | Buy |
17
+16
| +1,600% | +$1.88K | ﹤0.01% | 1439 |
|
|
2023
Q3 | $88 | Sell |
1
-20
| -95% | -$1.76K | ﹤0.01% | 1912 |
|
|
2023
Q2 | $3.46K | Hold |
21
| – | – | ﹤0.01% | 1178 |
|
|
2023
Q1 | $3.88K | Buy |
21
+4
| +24% | +$738 | ﹤0.01% | 1095 |
|
|
2022
Q4 | $2.52K | Sell |
17
-3
| -15% | -$444 | ﹤0.01% | 1282 |
|
|
2022
Q3 | $3K | Buy |
20
+10
| +100% | +$1.5K | ﹤0.01% | 1200 |
|
|
2022
Q2 | $1K | Sell |
10
-3
| -23% | -$300 | ﹤0.01% | 1578 |
|
|
2022
Q1 | $2K | Buy |
13
+8
| +160% | +$1.23K | ﹤0.01% | 1443 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1446 |
|
|
2021
Q2 | – | Sell |
-24
| Closed | -$6K | – | 619 |
|
|
2021
Q1 | $6K | Buy |
+24
| New | +$6K | ﹤0.01% | 455 |
|