Carson Wealth (CWM LLC)’s Merit Medical Systems MMSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Buy |
1,835
+53
| +3% | +$4.97K | ﹤0.01% | 2301 |
|
|
2025
Q1 | $188K | Buy |
1,782
+1,022
| +134% | +$108K | ﹤0.01% | 1958 |
|
|
2024
Q4 | $74K | Buy |
760
+71
| +10% | +$6.91K | ﹤0.01% | 2489 |
|
|
2024
Q3 | $68K | Buy |
689
+78
| +13% | +$7.7K | ﹤0.01% | 2459 |
|
|
2024
Q2 | $53K | Buy |
611
+65
| +12% | +$5.64K | ﹤0.01% | 2441 |
|
|
2024
Q1 | $41K | Sell |
546
-41
| -7% | -$3.08K | ﹤0.01% | 2426 |
|
|
2023
Q4 | $45K | Sell |
587
-206
| -26% | -$15.8K | ﹤0.01% | 2237 |
|
|
2023
Q3 | $55K | Buy |
793
+37
| +5% | +$2.57K | ﹤0.01% | 2001 |
|
|
2023
Q2 | $63K | Buy |
756
+62
| +9% | +$5.17K | ﹤0.01% | 1834 |
|
|
2023
Q1 | $51K | Buy |
694
+29
| +4% | +$2.13K | ﹤0.01% | 1859 |
|
|
2022
Q4 | $47K | Buy |
665
+72
| +12% | +$5.09K | ﹤0.01% | 1780 |
|
|
2022
Q3 | $34K | Buy |
593
+235
| +66% | +$13.5K | ﹤0.01% | 1864 |
|
|
2022
Q2 | $19K | Buy |
358
+37
| +12% | +$1.96K | ﹤0.01% | 2147 |
|
|
2022
Q1 | $21K | Buy |
321
+232
| +261% | +$15.2K | ﹤0.01% | 2054 |
|
|
2021
Q4 | $6K | Buy |
+89
| New | +$6K | ﹤0.01% | 2639 |
|
|
2021
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 2786 |
|
|
2021
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 2786 |
|
|
2020
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 2786 |
|
|
2020
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 2786 |
|
|
2020
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 2786 |
|
|
2020
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 2786 |
|
|
2019
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 2786 |
|
|
2019
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 2786 |
|
|
2019
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 2786 |
|
|
2019
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 2786 |
|