Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.46K | Buy |
17
+4
| +31% | +$344 | ﹤0.01% | 601 |
|
|
2024
Q1 | $985 | Hold |
13
| – | – | ﹤0.01% | 639 |
|
|
2023
Q4 | $987 | Hold |
13
| – | – | ﹤0.01% | 616 |
|
|
2023
Q3 | $897 | Buy |
13
+4
| +44% | +$276 | ﹤0.01% | 622 |
|
|
2023
Q2 | $753 | Buy |
9
+4
| +80% | +$335 | ﹤0.01% | 649 |
|
|
2023
Q1 | $370 | Hold |
5
| – | – | ﹤0.01% | 691 |
|
|
2022
Q4 | $353 | Hold |
5
| – | – | ﹤0.01% | 679 |
|
|
2022
Q3 | $0 | Sell |
5
-9
| -64% | – | ﹤0.01% | 744 |
|
|
2022
Q2 | $1K | Buy |
14
+8
| +133% | +$571 | ﹤0.01% | 667 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 809 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 874 |
|
|
2019
Q4 | – | Sell |
-39
| Closed | -$1K | – | 874 |
|
|
2019
Q3 | $1K | Sell |
39
-1
| -3% | -$26 | ﹤0.01% | 791 |
|
|
2019
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 722 |
|
|
2019
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 723 |
|
|
2018
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 698 |
|
|
2018
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 741 |
|
|
2018
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 731 |
|
|
2018
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 720 |
|