LGT Financial 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
Q1 | – | Sell |
-66
| Closed | -$6.38K | – | 567 |
|
|
2024
Q4 | $6.38K | Hold |
66
| – | – | 0.01% | 515 |
|
|
2024
Q3 | $6.52K | Hold |
66
| – | – | 0.02% | 485 |
|
|
2024
Q2 | $5.67K | Hold |
66
| – | – | 0.01% | 576 |
|
|
2024
Q1 | $5K | Hold |
66
| – | – | 0.01% | 627 |
|
|
2023
Q4 | $5.01K | Hold |
66
| – | – | 0.01% | 630 |
|
|
2023
Q3 | $4.56K | Buy |
+66
| New | +$4.56K | 0.01% | 640 |
|