Edgestream Partners’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 | – | Sell |
-39,753
| Closed | -$4.2M | – | 994 |
|
|
2025
Q1 | $4.2M | Sell |
39,753
-27,363
| -41% | -$2.89M | 0.14% | 280 |
|
|
2024
Q4 | $6.49M | Buy |
67,116
+58,218
| +654% | +$5.63M | 0.28% | 81 |
|
|
2024
Q3 | $879K | Buy |
+8,898
| New | +$879K | 0.04% | 595 |
|
|
2024
Q1 | – | Sell |
-4,446
| Closed | -$338K | – | 943 |
|
|
2023
Q4 | $338K | Buy |
+4,446
| New | +$338K | 0.02% | 691 |
|
|
2023
Q2 | – | Sell |
-13,011
| Closed | -$962K | – | 840 |
|
|
2023
Q1 | $962K | Sell |
13,011
-3,017
| -19% | -$223K | 0.11% | 299 |
|
|
2022
Q4 | $1.13M | Buy |
+16,028
| New | +$1.13M | 0.13% | 240 |
|
|
2022
Q2 | – | Sell |
-8,773
| Closed | -$584K | – | 591 |
|
|
2022
Q1 | $584K | Sell |
8,773
-7,205
| -45% | -$480K | 0.05% | 402 |
|
|
2021
Q4 | $995K | Sell |
15,978
-2,108
| -12% | -$131K | 0.06% | 319 |
|
|
2021
Q3 | $1.3M | Buy |
18,086
+9,015
| +99% | +$647K | 0.08% | 290 |
|
|
2021
Q2 | $587K | Buy |
+9,071
| New | +$587K | 0.03% | 336 |
|