CreativeOne 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 | $1.58M | Sell |
16,936
-4,017
| -19% | -$376K | 0.04% | 404 |
|
|
2025
Q1 | $2.21M | Buy |
20,953
+5,520
| +36% | +$584K | 0.07% | 275 |
|
|
2024
Q4 | $1.49M | Buy |
15,433
+10,113
| +190% | +$978K | 0.05% | 354 |
|
|
2024
Q3 | $526K | Buy |
5,320
+1,307
| +33% | +$129K | 0.02% | 617 |
|
|
2024
Q2 | $345K | Buy |
4,013
+10
| +0.2% | +$860 | 0.02% | 579 |
|
|
2024
Q1 | $303K | Buy |
4,003
+375
| +10% | +$28.4K | 0.01% | 718 |
|
|
2023
Q4 | $276K | Buy |
+3,628
| New | +$276K | 0.02% | 525 |
|
|
2023
Q3 | – | Sell |
-6,221
| Closed | -$520K | – | 731 |
|
|
2023
Q2 | $520K | Buy |
+6,221
| New | +$520K | 0.02% | 483 |
|