Corient Private Wealth’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 | $263K | Sell |
2,815
-28
| -1% | -$2.62K | ﹤0.01% | 2156 |
|
2025
Q1 | $301K | Sell |
2,843
-18
| -0.6% | -$1.9K | ﹤0.01% | 1849 |
|
2024
Q4 | $277K | Sell |
2,861
-96
| -3% | -$9.29K | ﹤0.01% | 1939 |
|
2024
Q3 | $292K | Buy |
2,957
+48
| +2% | +$4.74K | ﹤0.01% | 2000 |
|
2024
Q2 | $250K | Sell |
2,909
-26
| -0.9% | -$2.24K | ﹤0.01% | 2003 |
|
2024
Q1 | $222K | Buy |
2,935
+154
| +6% | +$11.7K | ﹤0.01% | 2043 |
|
2023
Q4 | $211K | Buy |
+2,781
| New | +$211K | ﹤0.01% | 2048 |
|
2023
Q3 | – | Sell |
-2,480
| Closed | -$207K | – | 2189 |
|
2023
Q2 | $207K | Buy |
+2,480
| New | +$207K | ﹤0.01% | 1850 |
|