Kestra Private Wealth Services’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 |
-2,892
| Closed | -$482K | – | 1643 |
|
|
2025
Q1 | $482K | Buy |
+2,892
| New | +$482K | 0.01% | 973 |
|
|
2024
Q3 | – | Sell |
-1,700
| Closed | -$214K | – | 1423 |
|
|
2024
Q2 | $214K | Buy |
+1,700
| New | +$214K | ﹤0.01% | 1208 |
|
|
2022
Q4 | – | Sell |
-1,629
| Closed | -$230K | – | 953 |
|
|
2022
Q3 | $230K | Buy |
1,629
+101
| +7% | +$14.3K | 0.01% | 734 |
|
|
2022
Q2 | $200K | Buy |
+1,528
| New | +$200K | 0.01% | 807 |
|