Plante Moran Financial Advisors’s Merit Medical Systems MMSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | 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% | 740 |
|
|
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% | 748 |
|
|
2020
Q2 | $3K | Hold |
69
| – | – | ﹤0.01% | 633 |
|
|
2020
Q1 | $2K | Hold |
69
| – | – | ﹤0.01% | 652 |
|
|
2019
Q4 | $2K | Hold |
69
| – | – | ﹤0.01% | 697 |
|
|
2019
Q3 | $2K | Hold |
69
| – | – | ﹤0.01% | 786 |
|
|
2019
Q2 | $4K | Hold |
69
| – | – | ﹤0.01% | 673 |
|
|
2019
Q1 | $4K | Hold |
69
| – | – | ﹤0.01% | 662 |
|
|
2018
Q4 | $4K | Hold |
69
| – | – | ﹤0.01% | 624 |
|
|
2018
Q3 | $4K | Hold |
69
| – | – | ﹤0.01% | 615 |
|
|
2018
Q2 | $4K | Hold |
69
| – | – | ﹤0.01% | 654 |
|
|
2018
Q1 | $3K | Buy |
+69
| New | +$3.12K | ﹤0.01% | 788 |
|
|
2017
Q1 | – | Sell |
-184
| Closed | -$5K | – | 968 |
|
|
2016
Q4 | $5K | Hold |
184
| – | – | ﹤0.01% | 716 |
|
|
2016
Q3 | $4K | Buy |
184
+37
| +25% | +$855 | ﹤0.01% | 740 |
|
|
2016
Q2 | $3K | Buy |
147
+51
| +53% | +$981 | ﹤0.01% | 728 |
|
|
2016
Q1 | $2K | Buy |
+96
| New | +$1.67K | ﹤0.01% | 732 |
|
Other funds holding MMSI
CCA
ACH