Perissos Private 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
Q1
Sell
-1,700
Closed -$281K 84
2024
Q4
$281K Hold
1,700
0.21% 68
2024
Q3
$227K Hold
1,700
0.18% 76
2024
Q2
$214K Hold
1,700
0.19% 75
2024
Q1
$250K Buy
+1,700
New +$250K 0.23% 66