Cape Investment Advisory’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 | – | Sell |
-59
| Closed | -$6.24K | – | 1223 |
|
|
2025
Q1 | $6.24K | Hold |
59
| – | – | ﹤0.01% | 698 |
|
|
2024
Q4 | $5.71K | Hold |
59
| – | – | ﹤0.01% | 706 |
|
|
2024
Q3 | $5.83K | Hold |
59
| – | – | ﹤0.01% | 670 |
|
|
2024
Q2 | $5.07K | Buy |
59
+44
| +293% | +$3.78K | ﹤0.01% | 659 |
|
|
2024
Q1 | $1.14K | Buy |
+15
| New | +$1.14K | ﹤0.01% | 835 |
|