Moran Wealth Management’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-37,380
| Closed | -$5.49M | – | 418 |
|
2024
Q1 | $5.49M | Buy |
37,380
+1,632
| +5% | +$240K | 0.18% | 160 |
|
2023
Q4 | $4.19M | Buy |
35,748
+991
| +3% | +$116K | 0.15% | 187 |
|
2023
Q3 | $3.05M | Buy |
34,757
+1,097
| +3% | +$96.2K | 0.12% | 186 |
|
2023
Q2 | $5.54M | Sell |
33,660
-521
| -2% | -$85.7K | 0.21% | 148 |
|
2023
Q1 | $6.31M | Buy |
34,181
+4,694
| +16% | +$866K | 0.24% | 134 |
|
2022
Q4 | $4.36M | Buy |
+29,487
| New | +$4.36M | 0.17% | 166 |
|