True Wealth Design’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5K | Buy |
116
+27
| +30% | +$4.54K | 0.01% | 387 |
|
|
2025
Q1 | $14.8K | Buy |
89
+19
| +27% | +$3.17K | 0.01% | 394 |
|
|
2024
Q4 | $11.6K | Hold |
70
| – | – | ﹤0.01% | 399 |
|
|
2024
Q3 | $9.33K | Buy |
+70
| New | +$9.33K | ﹤0.01% | 435 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$88 | – | 802 |
|
|
2023
Q3 | $88 | Hold |
1
| – | – | ﹤0.01% | 721 |
|
|
2023
Q2 | $165 | Hold |
1
| – | – | ﹤0.01% | 680 |
|
|
2023
Q1 | $185 | Hold |
1
| – | – | ﹤0.01% | 745 |
|
|
2022
Q4 | $148 | Buy |
+1
| New | +$148 | ﹤0.01% | 705 |
|