Lindenwold 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 | $242K | Sell |
2,592
-89
| -3% | -$8.32K | 0.13% | 95 |
|
|
2025
Q1 | $283K | Sell |
2,681
-465
| -15% | -$49.2K | 0.16% | 84 |
|
|
2024
Q4 | $304K | Buy |
3,146
+10
| +0.3% | +$967 | 0.16% | 93 |
|
|
2024
Q3 | $310K | Buy |
3,136
+10
| +0.3% | +$988 | 0.16% | 94 |
|
|
2024
Q2 | $269K | Hold |
3,126
| – | – | 0.14% | 93 |
|
|
2024
Q1 | $237K | Buy |
3,126
+10
| +0.3% | +$758 | 0.13% | 108 |
|
|
2023
Q4 | $237K | Hold |
3,116
| – | – | 0.13% | 107 |
|
|
2023
Q3 | $215K | Buy |
3,116
+60
| +2% | +$4.14K | 0.13% | 104 |
|
|
2023
Q2 | $256K | Sell |
3,056
-155
| -5% | -$13K | 0.16% | 96 |
|
|
2023
Q1 | $237K | Sell |
3,211
-15
| -0.5% | -$1.11K | 0.15% | 104 |
|
|
2022
Q4 | $228K | Buy |
+3,226
| New | +$228K | 0.15% | 104 |
|
|
2022
Q2 | – | Sell |
-3,836
| Closed | -$255K | – | 116 |
|
|
2022
Q1 | $255K | Buy |
3,836
+200
| +6% | +$13.3K | 0.16% | 102 |
|
|
2021
Q4 | $227K | Buy |
+3,636
| New | +$227K | 0.13% | 121 |
|