Institutional & Family Asset Management’s Merit Medical Systems MMSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$1.46K	Buy	17 +4	+31%	+$315	﹤0.01%	603
2024 Q1	$985	Hold	13	–	–	﹤0.01%	642
2023 Q4	$987	Hold	13	–	–	﹤0.01%	618
2023 Q3	$897	Buy	13 +4	+44%	+$288	﹤0.01%	623
2023 Q2	$753	Buy	9 +4	+80%	+$325	﹤0.01%	650
2023 Q1	$370	Hold	5	–	–	﹤0.01%	695
2022 Q4	$353	Hold	5	–	–	﹤0.01%	681
2022 Q3	$0	Sell	5 -9	-64%	-$518	﹤0.01%	746
2022 Q2	$1K	Buy	14 +8	+133%	+$488	﹤0.01%	669
2022 Q1	$0	Hold	6	–	–	﹤0.01%	812
2021 Q4	$0	Buy	+6	New	+$402	﹤0.01%	875
2019 Q4	–	Sell	-39	Closed	-$1K	–	877
2019 Q3	$1K	Sell	39 -1	-3%	-$40	﹤0.01%	792
2019 Q2	$2K	Hold	40	–	–	﹤0.01%	723
2019 Q1	$2K	Hold	40	–	–	﹤0.01%	726
2018 Q4	$2K	Hold	40	–	–	﹤0.01%	699
2018 Q3	$2K	Hold	40	–	–	﹤0.01%	745
2018 Q2	$2K	Hold	40	–	–	﹤0.01%	733
2018 Q1	$2K	Buy	+40	New	+$1.81K	﹤0.01%	723