IFP Advisors’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 | $44.5K | Sell |
228
-79
| -26% | -$15.4K | ﹤0.01% | 2104 |
|
|
2025
Q1 | $32.5K | Buy |
307
+287
| +1,435% | +$30.3K | ﹤0.01% | 2079 |
|
|
2024
Q4 | $1.94K | Buy |
20
+1
| +5% | +$97 | ﹤0.01% | 3114 |
|
|
2024
Q3 | $1.88K | Hold |
19
| – | – | ﹤0.01% | 2923 |
|
|
2024
Q2 | $1.63K | Buy |
19
+11
| +138% | +$945 | ﹤0.01% | 2862 |
|
|
2024
Q1 | $606 | Sell |
8
-33
| -80% | -$2.5K | ﹤0.01% | 2950 |
|
|
2023
Q4 | $3.11K | Hold |
41
| – | – | ﹤0.01% | 2558 |
|
|
2023
Q3 | $2.83K | Hold |
41
| – | – | ﹤0.01% | 2721 |
|
|
2023
Q2 | $3.43K | Buy |
+41
| New | +$3.43K | ﹤0.01% | 2669 |
|
|
2023
Q1 | – | Sell |
-11
| Closed | -$11K | – | 4033 |
|
|
2022
Q4 | $11K | Buy |
+11
| New | +$11K | ﹤0.01% | 3327 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4098 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3853 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3765 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3614 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3487 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3335 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3283 |
|
|
2019
Q4 | – | Sell |
-23
| Closed | -$1K | – | 3310 |
|
|
2019
Q3 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 2878 |
|
|
2019
Q1 | – | Sell |
-99
| Closed | -$5K | – | 2982 |
|
|
2018
Q4 | $5K | Sell |
99
-4
| -4% | -$202 | ﹤0.01% | 2807 |
|
|
2018
Q3 | $6K | Sell |
103
-22
| -18% | -$1.28K | ﹤0.01% | 3097 |
|
|
2018
Q2 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 3124 |
|
|
2016
Q1 | – | Sell |
-127
| Closed | -$2K | – | 2997 |
|
|
2015
Q4 | $2K | Buy |
+127
| New | +$2K | ﹤0.01% | 3326 |
|