SAG
SageView Advisory Group’s Merit Medical Systems MMSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Buy |
5,139
+74
| +1% | +$6.25K | 0.02% | 400 |
|
|
2025
Q1 | $535K | Buy |
5,065
+153
| +3% | +$16.2K | 0.02% | 335 |
|
|
2024
Q4 | $475K | Buy |
4,912
+86
| +2% | +$8.32K | 0.02% | 350 |
|
|
2024
Q3 | $477K | Buy |
4,826
+1,331
| +38% | +$132K | 0.02% | 307 |
|
|
2024
Q2 | $300K | Buy |
+3,495
| New | +$300K | 0.01% | 429 |
|
|
2024
Q1 | – | Sell |
-3,262
| Closed | -$258K | – | 690 |
|
|
2023
Q4 | $258K | Sell |
3,262
-1,200
| -27% | -$94.8K | 0.01% | 556 |
|
|
2023
Q3 | $308K | Buy |
4,462
+36
| +0.8% | +$2.49K | 0.02% | 418 |
|
|
2023
Q2 | $370K | Buy |
4,426
+430
| +11% | +$36K | 0.02% | 405 |
|
|
2023
Q1 | $296K | Buy |
3,996
+93
| +2% | +$6.88K | 0.02% | 390 |
|
|
2022
Q4 | $276K | Buy |
+3,903
| New | +$276K | 0.02% | 341 |
|