Steward Partners Investment Advisory’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 | $5.33K | Hold |
57
| – | – | ﹤0.01% | 3460 |
|
|
2025
Q1 | $6.03K | Sell |
57
-94
| -62% | -$9.94K | ﹤0.01% | 3315 |
|
|
2024
Q4 | $14.6K | Buy |
+151
| New | +$14.6K | ﹤0.01% | 2934 |
|
|
2024
Q1 | – | Sell |
-220
| Closed | -$16.7K | – | 3635 |
|
|
2023
Q4 | $16.7K | Buy |
220
+164
| +293% | +$12.5K | ﹤0.01% | 2481 |
|
|
2023
Q3 | $3.87K | Sell |
56
-100
| -64% | -$6.9K | ﹤0.01% | 2911 |
|
|
2023
Q2 | $13K | Hold |
156
| – | – | ﹤0.01% | 2481 |
|
|
2023
Q1 | $11.5K | Hold |
156
| – | – | ﹤0.01% | 2491 |
|
|
2022
Q4 | $11K | Hold |
156
| – | – | ﹤0.01% | 2503 |
|
|
2022
Q3 | $9K | Hold |
156
| – | – | ﹤0.01% | 2578 |
|
|
2022
Q2 | $8K | Hold |
156
| – | – | ﹤0.01% | 2599 |
|
|
2022
Q1 | $10K | Hold |
156
| – | – | ﹤0.01% | 2664 |
|
|
2021
Q4 | $10K | Hold |
156
| – | – | ﹤0.01% | 2599 |
|
|
2021
Q3 | $11K | Hold |
156
| – | – | ﹤0.01% | 2573 |
|
|
2021
Q2 | $10K | Sell |
156
-18
| -10% | -$1.15K | ﹤0.01% | 6058 |
|
|
2021
Q1 | $10.4K | Hold |
174
| – | – | ﹤0.01% | 2765 |
|
|
2020
Q4 | $10K | Buy |
174
+18
| +12% | +$1.03K | ﹤0.01% | 2316 |
|
|
2020
Q3 | $7K | Sell |
156
-100
| -39% | -$4.49K | ﹤0.01% | 2262 |
|
|
2020
Q2 | $12K | Hold |
256
| – | – | ﹤0.01% | 1967 |
|
|
2020
Q1 | $8K | Hold |
256
| – | – | ﹤0.01% | 1939 |
|
|
2019
Q4 | $7K | Hold |
256
| – | – | ﹤0.01% | 2150 |
|
|
2019
Q3 | $7K | Hold |
256
| – | – | ﹤0.01% | 2137 |
|
|
2019
Q2 | $15K | Buy |
+256
| New | +$15K | ﹤0.01% | 1813 |
|
|
2018
Q4 | – | Sell |
-293
| Closed | -$18K | – | 1598 |
|
|
2018
Q3 | $18K | Buy |
293
+37
| +14% | +$2.27K | ﹤0.01% | 1608 |
|
|
2018
Q2 | $13K | Hold |
256
| – | – | ﹤0.01% | 1652 |
|
|
2018
Q1 | $11K | Hold |
256
| – | – | ﹤0.01% | 1546 |
|
|
2017
Q4 | $11K | Hold |
256
| – | – | ﹤0.01% | 1324 |
|
|
2017
Q3 | $10K | Hold |
256
| – | – | ﹤0.01% | 1108 |
|
|
2017
Q2 | $9K | Buy |
256
+100
| +64% | +$3.52K | ﹤0.01% | 1076 |
|
|
2017
Q1 | $4K | Buy |
+156
| New | +$4K | ﹤0.01% | 1180 |
|