Soltis Investment Advisors’s Merit Medical Systems MMSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
|||||
|
2025
Q4 | $653K | Sell |
|
|||||
|
2025
Q3 | $624K | Buy |
|
|||||
|
2025
Q2 | $699K | Hold |
|
|||||
|
2025
Q1 | $791K | Hold |
|
|||||
|
2024
Q4 | $724K | Buy |
|
|||||
|
2024
Q3 | $733K | Hold |
|
|||||
|
2024
Q2 | $638K | Hold |
|
|||||
|
2024
Q1 | $562K | Buy |
|
|||||
|
2023
Q4 | $407K | Sell |
|
|||||
|
2023
Q3 | $380K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $329K | Sell |
|
|||||
|
2020
Q4 | $37M | Buy |
|
|||||
|
2020
Q3 | $283K | Sell |
|
|||||
|
2020
Q2 | $331K | Sell |
|
|||||
|
2020
Q1 | $297K | Sell |
|
|||||
|
2019
Q4 | $25.2M | Buy |
|