Shelton Capital Management’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 | – | Sell |
-2,201
| Closed | -$233K | – | 727 |
|
|
2025
Q1 | $233K | Sell |
2,201
-72
| -3% | -$7.61K | 0.01% | 588 |
|
|
2024
Q4 | $220K | Sell |
2,273
-150
| -6% | -$14.5K | 0.01% | 653 |
|
|
2024
Q3 | $239K | Hold |
2,423
| – | – | 0.01% | 617 |
|
|
2024
Q2 | $208K | Buy |
+2,423
| New | +$208K | 0.01% | 667 |
|
|
2024
Q1 | – | Sell |
-2,815
| Closed | -$214K | – | 746 |
|
|
2023
Q4 | $214K | Buy |
+2,815
| New | +$214K | 0.01% | 655 |
|
|
2023
Q3 | – | Sell |
-3,169
| Closed | -$265K | – | 718 |
|
|
2023
Q2 | $265K | Hold |
3,169
| – | – | 0.01% | 558 |
|
|
2023
Q1 | $234K | Hold |
3,169
| – | – | 0.01% | 592 |
|
|
2022
Q4 | $224K | Buy |
+3,169
| New | +$224K | 0.02% | 588 |
|
|
2022
Q2 | – | Sell |
-3,169
| Closed | -$211K | – | 764 |
|
|
2022
Q1 | $211K | Buy |
+3,169
| New | +$211K | 0.01% | 739 |
|
|
2021
Q4 | – | Sell |
-3,169
| Closed | -$228K | – | 871 |
|
|
2021
Q3 | $228K | Hold |
3,169
| – | – | 0.01% | 694 |
|
|
2021
Q2 | $205K | Buy |
+3,169
| New | +$205K | 0.01% | 786 |
|
|
2019
Q3 | – | Sell |
-5,439
| Closed | -$324K | – | 847 |
|
|
2019
Q2 | $324K | Buy |
5,439
+5,103
| +1,519% | +$304K | 0.02% | 481 |
|
|
2019
Q1 | $5.44K | Sell |
336
-5,103
| -94% | -$82.6K | 0.02% | 554 |
|
|
2018
Q4 | $304K | Hold |
5,439
| – | – | 0.02% | 473 |
|
|
2018
Q3 | $334K | Buy |
5,439
+946
| +21% | +$58.1K | 0.02% | 532 |
|
|
2018
Q2 | $230K | Hold |
4,493
| – | – | 0.01% | 713 |
|
|
2018
Q1 | $204K | Buy |
+4,493
| New | +$204K | 0.01% | 777 |
|