LGT Financial Advisors’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-114
| Closed | -$18.8K | – | 558 |
|
|
2024
Q4 | $18.8K | Hold |
114
| – | – | 0.04% | 320 |
|
|
2024
Q3 | $15.2K | Hold |
114
| – | – | 0.04% | 338 |
|
|
2024
Q2 | $14.4K | Hold |
114
| – | – | 0.03% | 389 |
|
|
2024
Q1 | $16.7K | Hold |
114
| – | – | 0.02% | 394 |
|
|
2023
Q4 | $13.4K | Hold |
114
| – | – | 0.02% | 434 |
|
|
2023
Q3 | $10K | Buy |
+114
| New | +$10K | 0.01% | 478 |
|