PMA
Prudent Man Advisors’s Merit Medical Systems MMSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,222
| Closed | -$235K | – | 189 |
|
|
2025
Q1 | $235K | Hold |
2,222
| – | – | 0.09% | 145 |
|
|
2024
Q4 | $215K | Sell |
2,222
-245
| -10% | -$23.7K | 0.08% | 154 |
|
|
2024
Q3 | $244K | Sell |
2,467
-69
| -3% | -$6.82K | 0.08% | 149 |
|
|
2024
Q2 | $218K | Buy |
+2,536
| New | +$218K | 0.08% | 154 |
|
|
2023
Q3 | – | Sell |
-2,806
| Closed | -$235K | – | 211 |
|
|
2023
Q2 | $235K | Hold |
2,806
| – | – | 0.09% | 167 |
|
|
2023
Q1 | $208K | Sell |
2,806
-1,255
| -31% | -$93K | 0.08% | 180 |
|
|
2022
Q4 | $287K | Buy |
+4,061
| New | +$287K | 0.12% | 149 |
|
|
2022
Q2 | – | Sell |
-3,685
| Closed | -$245K | – | 181 |
|
|
2022
Q1 | $245K | Sell |
3,685
-177
| -5% | -$11.8K | 0.1% | 149 |
|
|
2021
Q4 | $241K | Sell |
3,862
-660
| -15% | -$41.2K | 0.09% | 161 |
|
|
2021
Q3 | $325K | Sell |
4,522
-14
| -0.3% | -$1.01K | 0.12% | 129 |
|
|
2021
Q2 | $293K | Hold |
4,536
| – | – | 0.11% | 145 |
|
|
2021
Q1 | $272K | Buy |
+4,536
| New | +$272K | 0.11% | 150 |
|