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