Mount Yale Investment 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 | $339K | Sell |
3,631
-372
| -9% | -$34.8K | 0.03% | 425 |
|
|
2025
Q1 | $423K | Buy |
4,003
+869
| +28% | +$91.9K | 0.04% | 361 |
|
|
2024
Q4 | $303K | Buy |
3,134
+4
| +0.1% | +$387 | 0.02% | 441 |
|
|
2024
Q3 | $309K | Buy |
+3,130
| New | +$309K | 0.03% | 424 |
|
|
2018
Q4 | – | Sell |
-2,946
| Closed | -$180K | – | 587 |
|
|
2018
Q3 | $180K | Sell |
2,946
-482
| -14% | -$29.5K | 0.03% | 309 |
|
|
2018
Q2 | $176K | Sell |
3,428
-5
| -0.1% | -$257 | 0.03% | 316 |
|
|
2018
Q1 | $156K | Buy |
+3,433
| New | +$156K | 0.03% | 326 |
|