Summit Trail Advisors’s Masimo MASI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
+7,160
New +$1.2M 0.02% 405
2018
Q1
Sell
-29
Closed -$3K 1158
2017
Q4
$3K Buy
+29
New +$3K ﹤0.01% 1555