Congress Wealth Management’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 | $8.44M | Sell |
90,244
-1,649
| -2% | -$154K | 0.08% | 282 |
|
|
2025
Q1 | $9.71M | Buy |
91,893
+679
| +0.7% | +$71.8K | 0.12% | 202 |
|
|
2024
Q4 | $8.82M | Buy |
91,214
+3,188
| +4% | +$308K | 0.12% | 215 |
|
|
2024
Q3 | $8.7M | Buy |
88,026
+4,613
| +6% | +$456K | 0.12% | 229 |
|
|
2024
Q2 | $7.17M | Buy |
83,413
+10,775
| +15% | +$926K | 0.11% | 209 |
|
|
2024
Q1 | $5.5M | Buy |
+72,638
| New | +$5.5M | 0.1% | 216 |
|