Mission Wealth Management’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
1,606
+1
| +0.1% | +$168 | 0.01% | 573 |
|
|
2025
Q1 | $267K | Hold |
1,605
| – | – | 0.01% | 546 |
|
|
2024
Q4 | $265K | Sell |
1,605
-600
| -27% | -$99.2K | 0.01% | 542 |
|
|
2024
Q3 | $294K | Buy |
2,205
+5
| +0.2% | +$667 | 0.01% | 526 |
|
|
2024
Q2 | $277K | Hold |
2,200
| – | – | 0.01% | 518 |
|
|
2024
Q1 | $323K | Sell |
2,200
-80
| -4% | -$11.7K | 0.01% | 503 |
|
|
2023
Q4 | $267K | Buy |
+2,280
| New | +$267K | 0.01% | 472 |
|
|
2023
Q3 | – | Sell |
-1,600
| Closed | -$263K | – | 536 |
|
|
2023
Q2 | $263K | Buy |
+1,600
| New | +$263K | 0.01% | 446 |
|