Petrus Trust Company’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 | – | Sell |
-5,474
| Closed | -$579K | – | 642 |
|
|
2025
Q1 | $579K | Buy |
5,474
+769
| +16% | +$81.3K | 0.05% | 142 |
|
|
2024
Q4 | $455K | Sell |
4,705
-1,544
| -25% | -$149K | 0.04% | 270 |
|
|
2024
Q3 | $618K | Sell |
6,249
-2,194
| -26% | -$217K | 0.06% | 138 |
|
|
2024
Q2 | $726K | Sell |
8,443
-1,728
| -17% | -$149K | 0.07% | 91 |
|
|
2024
Q1 | $770K | Buy |
10,171
+3,725
| +58% | +$282K | 0.07% | 76 |
|
|
2023
Q4 | $490K | Buy |
+6,446
| New | +$490K | 0.05% | 227 |
|