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