SIA
Soltis Investment Advisors’s Merit Medical Systems MMSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Hold |
7,481
| – | – | 0.05% | 212 |
|
|
2025
Q1 | $791K | Hold |
7,481
| – | – | 0.07% | 188 |
|
|
2024
Q4 | $724K | Buy |
7,481
+62
| +0.8% | +$6K | 0.07% | 197 |
|
|
2024
Q3 | $733K | Hold |
7,419
| – | – | 0.07% | 180 |
|
|
2024
Q2 | $638K | Hold |
7,419
| – | – | 0.07% | 185 |
|
|
2024
Q1 | $562K | Buy |
7,419
+2,065
| +39% | +$156K | 0.06% | 192 |
|
|
2023
Q4 | $407K | Sell |
5,354
-150
| -3% | -$11.4K | 0.05% | 203 |
|
|
2023
Q3 | $380K | Buy |
+5,504
| New | +$380K | 0.05% | 197 |
|
|
2021
Q2 | – | Sell |
-5,501
| Closed | -$329K | – | 246 |
|
|
2021
Q1 | $329K | Sell |
5,501
-660,816
| -99% | -$39.5M | 0.06% | 174 |
|
|
2020
Q4 | $37M | Buy |
666,317
+659,816
| +10,149% | +$36.6M | 6.85% | 3 |
|
|
2020
Q3 | $283K | Sell |
6,501
-746
| -10% | -$32.5K | 0.07% | 171 |
|
|
2020
Q2 | $331K | Sell |
7,247
-2,266
| -24% | -$103K | 0.09% | 145 |
|
|
2020
Q1 | $297K | Sell |
9,513
-798,564
| -99% | -$24.9M | 0.09% | 120 |
|
|
2019
Q4 | $25.2M | Buy |
+808,077
| New | +$25.2M | 4.86% | 4 |
|