Dakota 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 | $270K | Buy |
2,890
+90
| +3% | +$8.41K | 0.01% | 649 |
|
|
2025
Q1 | $296K | Sell |
2,800
-453
| -14% | -$47.9K | 0.01% | 613 |
|
|
2024
Q4 | $315K | Sell |
3,253
-1,233
| -27% | -$119K | 0.01% | 593 |
|
|
2024
Q3 | $443K | Buy |
4,486
+1,347
| +43% | +$133K | 0.01% | 520 |
|
|
2024
Q2 | $270K | Buy |
3,139
+36
| +1% | +$3.09K | 0.01% | 602 |
|
|
2024
Q1 | $235K | Sell |
3,103
-148
| -5% | -$11.2K | 0.01% | 634 |
|
|
2023
Q4 | $247K | Sell |
3,251
-144
| -4% | -$10.9K | 0.01% | 557 |
|
|
2023
Q3 | $234K | Buy |
3,395
+313
| +10% | +$21.6K | 0.01% | 550 |
|
|
2023
Q2 | $258K | Buy |
3,082
+186
| +6% | +$15.6K | 0.01% | 519 |
|
|
2023
Q1 | $214K | Buy |
+2,896
| New | +$214K | 0.01% | 548 |
|