Silver Oak Securities’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 | $329K | Sell |
3,516
-978
| -22% | -$91.4K | 0.03% | 521 |
|
2025
Q1 | $467K | Sell |
4,494
-1,192
| -21% | -$124K | 0.04% | 384 |
|
2024
Q4 | $549K | Buy |
5,686
+1,544
| +37% | +$149K | 0.05% | 356 |
|
2024
Q3 | $405K | Buy |
+4,142
| New | +$405K | 0.04% | 365 |
|
2024
Q2 | – | Sell |
-22
| Closed | -$1.67K | – | 514 |
|
2024
Q1 | $1.67K | Sell |
22
-5,336
| -100% | -$404K | ﹤0.01% | 476 |
|
2023
Q4 | $407K | Buy |
+5,358
| New | +$407K | 0.05% | 313 |
|
2023
Q3 | – | Sell |
-3,481
| Closed | -$291K | – | 479 |
|
2023
Q2 | $291K | Buy |
3,481
+633
| +22% | +$52.9K | 0.05% | 345 |
|
2023
Q1 | $211K | Buy |
+2,848
| New | +$211K | 0.03% | 365 |
|