KCM Investment 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 | $423K | Hold |
2,515
| – | – | 0.01% | 277 |
|
|
2025
Q1 | $419K | Buy |
2,515
+100
| +4% | +$16.7K | 0.02% | 269 |
|
|
2024
Q4 | $399K | Hold |
2,415
| – | – | 0.01% | 279 |
|
|
2024
Q3 | $322K | Hold |
2,415
| – | – | 0.01% | 315 |
|
|
2024
Q2 | $304K | Hold |
2,415
| – | – | 0.01% | 310 |
|
|
2024
Q1 | $355K | Sell |
2,415
-10
| -0.4% | -$1.47K | 0.01% | 302 |
|
|
2023
Q4 | $284K | Buy |
2,425
+10
| +0.4% | +$1.17K | 0.01% | 317 |
|
|
2023
Q3 | $212K | Sell |
2,415
-100
| -4% | -$8.77K | 0.01% | 348 |
|
|
2023
Q2 | $414K | Sell |
2,515
-18,000
| -88% | -$2.96M | 0.02% | 277 |
|
|
2023
Q1 | $3.79M | Buy |
20,515
+18,000
| +716% | +$3.32M | 0.15% | 117 |
|
|
2022
Q4 | $372K | Hold |
2,515
| – | – | 0.02% | 300 |
|
|
2022
Q3 | $355K | Hold |
2,515
| – | – | 0.02% | 287 |
|
|
2022
Q2 | $329K | Buy |
2,515
+100
| +4% | +$13.1K | 0.01% | 314 |
|
|
2022
Q1 | $351K | Hold |
2,415
| – | – | 0.01% | 334 |
|
|
2021
Q4 | $707K | Sell |
2,415
-20
| -0.8% | -$5.86K | 0.02% | 250 |
|
|
2021
Q3 | $659K | Hold |
2,435
| – | – | 0.03% | 241 |
|
|
2021
Q2 | $590K | Hold |
2,435
| – | – | 0.02% | 249 |
|
|
2021
Q1 | $559K | Buy |
2,435
+20
| +0.8% | +$4.59K | 0.02% | 245 |
|
|
2020
Q4 | $648K | Hold |
2,415
| – | – | 0.03% | 214 |
|
|
2020
Q3 | $570K | Hold |
2,415
| – | – | 0.03% | 210 |
|
|
2020
Q2 | $551K | Hold |
2,415
| – | – | 0.03% | 211 |
|
|
2020
Q1 | $428K | Hold |
2,415
| – | – | 0.03% | 224 |
|
|
2019
Q4 | $382K | Hold |
2,415
| – | – | 0.02% | 265 |
|
|
2019
Q3 | $359K | Hold |
2,415
| – | – | 0.02% | 266 |
|
|
2019
Q2 | $359K | Hold |
2,415
| – | – | 0.02% | 263 |
|
|
2019
Q1 | $334K | Hold |
2,415
| – | – | 0.02% | 268 |
|
|
2018
Q4 | $259K | Hold |
2,415
| – | – | 0.02% | 432 |
|
|
2018
Q3 | $301K | Hold |
2,415
| – | – | 0.02% | 434 |
|
|
2018
Q2 | $236K | Hold |
2,415
| – | – | 0.01% | 473 |
|
|
2018
Q1 | $212K | Hold |
2,415
| – | – | 0.01% | 496 |
|
|
2017
Q4 | $205K | Hold |
2,415
| – | – | 0.01% | 501 |
|
|
2017
Q3 | $209K | Hold |
2,415
| – | – | 0.01% | 505 |
|
|
2017
Q2 | $220K | Hold |
2,415
| – | – | 0.01% | 501 |
|
|
2017
Q1 | $225K | Buy |
+2,415
| New | +$225K | 0.01% | 497 |
|