Lockerman Financial Group’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Hold |
13,100
| – | – | 2.97% | 3 |
|
|
2025
Q1 | $2.18M | Sell |
13,100
-500
| -4% | -$83.3K | 3.3% | 3 |
|
|
2024
Q4 | $2.25M | Hold |
13,600
| – | – | 3.83% | 4 |
|
|
2024
Q3 | $1.81M | Sell |
13,600
-800
| -6% | -$107K | 3.07% | 4 |
|
|
2024
Q2 | $1.81M | Hold |
14,400
| – | – | 3.29% | 4 |
|
|
2024
Q1 | $2.11M | Hold |
14,400
| – | – | 4.04% | 2 |
|
|
2023
Q4 | $1.69M | Hold |
14,400
| – | – | 3.9% | 2 |
|
|
2023
Q3 | $1.26M | Hold |
14,400
| – | – | 3.4% | 4 |
|
|
2023
Q2 | $2.37M | Hold |
14,400
| – | – | 6.58% | 2 |
|
|
2023
Q1 | $2.66M | Hold |
14,400
| – | – | 7.31% | 2 |
|
|
2022
Q4 | $2.13M | Sell |
14,400
-1,200
| -8% | -$178K | 6.22% | 2 |
|
|
2022
Q3 | $2.2M | Sell |
15,600
-300
| -2% | -$42.3K | 6.34% | 4 |
|
|
2022
Q2 | $2.08M | Hold |
15,900
| – | – | 6.64% | 3 |
|
|
2022
Q1 | $2.31M | Hold |
15,900
| – | – | 6.25% | 3 |
|
|
2021
Q4 | $4.66M | Buy |
+15,900
| New | +$4.66M | 12.18% | 1 |
|