Plante Moran 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-69
| Closed | -$5.77K | – | 844 |
|
2023
Q2 | $5.77K | Hold |
69
| – | – | ﹤0.01% | 621 |
|
2023
Q1 | $5.1K | Hold |
69
| – | – | ﹤0.01% | 644 |
|
2022
Q4 | $4.87K | Hold |
69
| – | – | ﹤0.01% | 678 |
|
2022
Q3 | $4K | Hold |
69
| – | – | ﹤0.01% | 733 |
|
2022
Q2 | $4K | Hold |
69
| – | – | ﹤0.01% | 737 |
|
2022
Q1 | $5K | Hold |
69
| – | – | ﹤0.01% | 679 |
|
2021
Q4 | $4K | Hold |
69
| – | – | ﹤0.01% | 858 |
|
2021
Q3 | $5K | Hold |
69
| – | – | ﹤0.01% | 787 |
|
2021
Q2 | $4K | Hold |
69
| – | – | ﹤0.01% | 821 |
|
2021
Q1 | $4K | Hold |
69
| – | – | ﹤0.01% | 817 |
|
2020
Q4 | $4K | Hold |
69
| – | – | ﹤0.01% | 720 |
|
2020
Q3 | $3K | Hold |
69
| – | – | ﹤0.01% | 747 |
|
2020
Q2 | $3K | Hold |
69
| – | – | ﹤0.01% | 632 |
|
2020
Q1 | $2K | Hold |
69
| – | – | ﹤0.01% | 651 |
|
2019
Q4 | $2K | Hold |
69
| – | – | ﹤0.01% | 696 |
|
2019
Q3 | $2K | Hold |
69
| – | – | ﹤0.01% | 786 |
|
2019
Q2 | $4K | Hold |
69
| – | – | ﹤0.01% | 671 |
|
2019
Q1 | $4K | Hold |
69
| – | – | ﹤0.01% | 660 |
|
2018
Q4 | $4K | Hold |
69
| – | – | ﹤0.01% | 622 |
|
2018
Q3 | $4K | Hold |
69
| – | – | ﹤0.01% | 613 |
|
2018
Q2 | $4K | Hold |
69
| – | – | ﹤0.01% | 652 |
|
2018
Q1 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 786 |
|
2017
Q1 | – | Sell |
-184
| Closed | -$5K | – | 966 |
|
2016
Q4 | $5K | Hold |
184
| – | – | ﹤0.01% | 715 |
|
2016
Q3 | $4K | Buy |
184
+37
| +25% | +$804 | ﹤0.01% | 739 |
|
2016
Q2 | $3K | Buy |
147
+51
| +53% | +$1.04K | ﹤0.01% | 726 |
|
2016
Q1 | $2K | Buy |
+96
| New | +$2K | ﹤0.01% | 732 |
|