Oxford 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 | $577K | Hold |
3,430
| – | – | 0.03% | 121 |
|
|
2025
Q1 | $571K | Hold |
3,430
| – | – | 0.04% | 120 |
|
|
2024
Q4 | $567K | Sell |
3,430
-16
| -0.5% | -$2.65K | 0.04% | 132 |
|
|
2024
Q3 | $459K | Hold |
3,446
| – | – | 0.03% | 153 |
|
|
2024
Q2 | $434K | Hold |
3,446
| – | – | 0.03% | 167 |
|
|
2024
Q1 | $506K | Buy |
3,446
+16
| +0.5% | +$2.35K | 0.04% | 134 |
|
|
2023
Q4 | $402K | Hold |
3,430
| – | – | 0.03% | 154 |
|
|
2023
Q3 | $301K | Hold |
3,430
| – | – | 0.03% | 169 |
|
|
2023
Q2 | $564K | Hold |
3,430
| – | – | 0.05% | 124 |
|
|
2023
Q1 | $633K | Hold |
3,430
| – | – | 0.07% | 91 |
|
|
2022
Q4 | $507K | Sell |
3,430
-212
| -6% | -$31.4K | 0.06% | 110 |
|
|
2022
Q3 | $514K | Hold |
3,642
| – | – | 0.08% | 96 |
|
|
2022
Q2 | $476K | Hold |
3,642
| – | – | 0.07% | 109 |
|
|
2022
Q1 | $530K | Hold |
3,642
| – | – | 0.07% | 110 |
|
|
2021
Q4 | $1.07M | Hold |
3,642
| – | – | 0.12% | 80 |
|
|
2021
Q3 | $986K | Hold |
3,642
| – | – | 0.13% | 74 |
|
|
2021
Q2 | $883K | Buy |
3,642
+212
| +6% | +$51.4K | 0.12% | 82 |
|
|
2021
Q1 | $788K | Hold |
3,430
| – | – | 0.11% | 83 |
|
|
2020
Q4 | $921K | Hold |
3,430
| – | – | 0.13% | 69 |
|
|
2020
Q3 | $810K | Hold |
3,430
| – | – | 0.13% | 71 |
|
|
2020
Q2 | $782K | Sell |
3,430
-200
| -6% | -$45.6K | 0.13% | 69 |
|
|
2020
Q1 | $643K | Buy |
+3,630
| New | +$643K | 0.13% | 71 |
|