Advisory Services Network’s Merit Medical Systems MMSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $792K | Buy |
+11,496
| New | +$898K | 0.01% | 1043 |
|
|
2025
Q4 | – | Sell |
-3
| Closed | -$250 | – | 3329 |
|
|
2025
Q3 | $250 | Buy |
+3
| New | +$261 | ﹤0.01% | 4177 |
|
|
2024
Q1 | – | Sell |
-6
| Closed | -$456 | – | 2798 |
|
|
2023
Q4 | $456 | Buy |
+6
| New | +$419 | ﹤0.01% | 3634 |
|
|
2023
Q2 | – | Sell |
-6
| Closed | -$444 | – | 2772 |
|
|
2023
Q1 | $444 | Buy |
6
+3
| +100% | +$210 | ﹤0.01% | 3753 |
|
|
2022
Q4 | $212 | Buy |
+3
| New | +$200 | ﹤0.01% | 3843 |
|
|
2021
Q3 | – | Sell |
-38
| Closed | -$2K | – | 2513 |
|
|
2021
Q2 | $2K | Buy |
+38
| New | +$2.35K | ﹤0.01% | 3335 |
|
|
2021
Q1 | – | Sell |
-277
| Closed | -$15K | – | 2451 |
|
|
2020
Q4 | $15K | Sell |
277
-122
| -31% | -$6.3K | ﹤0.01% | 2253 |
|
|
2020
Q3 | $18K | Buy |
+399
| New | +$18K | ﹤0.01% | 2143 |
|
|
2020
Q2 | – | Sell |
-842
| Closed | -$26K | – | 2085 |
|
|
2020
Q1 | $26K | Buy |
842
+95
| +13% | +$3.38K | ﹤0.01% | 1719 |
|
|
2019
Q4 | $23K | Buy |
747
+496
| +198% | +$14.2K | ﹤0.01% | 1951 |
|
|
2019
Q3 | $15K | Hold |
251
| – | – | ﹤0.01% | 1968 |
|
|
2019
Q2 | $15K | Sell |
251
-1,987
| -89% | -$114K | ﹤0.01% | 1966 |
|
|
2019
Q1 | $138K | Buy |
2,238
+97
| +5% | +$5.5K | 0.01% | 883 |
|
|
2018
Q4 | $120K | Buy |
2,141
+1,955
| +1,051% | +$116K | 0.01% | 842 |
|
|
2018
Q3 | $11K | Hold |
186
| – | – | ﹤0.01% | 1782 |
|
|
2018
Q2 | $10K | Hold |
186
| – | – | ﹤0.01% | 1793 |
|
|
2018
Q1 | $8K | Buy |
186
+71
| +62% | +$3.21K | ﹤0.01% | 1953 |
|
|
2017
Q4 | $5K | Buy |
+115
| New | +$4.82K | ﹤0.01% | 2112 |
|
Other funds holding MMSI
VPM
VCM
CCA
NAMI