Allworth Financial’s Merit Medical Systems MMSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.7K | Buy |
61
+4
| +7% | +$374 | ﹤0.01% | 3187 |
|
|
2025
Q1 | $5.4K | Buy |
57
+17
| +43% | +$1.61K | ﹤0.01% | 2717 |
|
|
2024
Q4 | $4.19K | Hold |
40
| – | – | ﹤0.01% | 2837 |
|
|
2024
Q3 | $3.95K | Sell |
40
-12
| -23% | -$1.19K | ﹤0.01% | 2673 |
|
|
2024
Q2 | $4.45K | Sell |
52
-4
| -7% | -$342 | ﹤0.01% | 2575 |
|
|
2024
Q1 | $4.24K | Hold |
56
| – | – | ﹤0.01% | 2476 |
|
|
2023
Q4 | $4.25K | Sell |
56
-4
| -7% | -$304 | ﹤0.01% | 2338 |
|
|
2023
Q3 | $4.14K | Buy |
60
+4
| +7% | +$276 | ﹤0.01% | 2198 |
|
|
2023
Q2 | $4.68K | Hold |
56
| – | – | ﹤0.01% | 2131 |
|
|
2023
Q1 | $4.14K | Hold |
56
| – | – | ﹤0.01% | 2112 |
|
|
2022
Q4 | $3.96K | Buy |
56
+40
| +250% | +$2.83K | ﹤0.01% | 1987 |
|
|
2022
Q3 | $1K | Buy |
16
+10
| +167% | +$625 | ﹤0.01% | 2436 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 2641 |
|
|
2022
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2270 |
|