Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
2,540
+48
| +2% | +$4.49K | ﹤0.01% | 1380 |
|
|
2025
Q1 | $263K | Sell |
2,492
-23
| -0.9% | -$2.43K | ﹤0.01% | 1111 |
|
|
2024
Q4 | $243K | Buy |
2,515
+29
| +1% | +$2.81K | ﹤0.01% | 1117 |
|
|
2024
Q3 | $246K | Sell |
2,486
-64
| -3% | -$6.33K | ﹤0.01% | 1070 |
|
|
2024
Q2 | $219K | Sell |
2,550
-1,891
| -43% | -$163K | ﹤0.01% | 1051 |
|
|
2024
Q1 | $336K | Buy |
+4,441
| New | +$336K | ﹤0.01% | 811 |
|