TD Private Client Wealth’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 | $207K | Buy |
2,216
+97
| +5% | +$9.07K | 0.01% | 623 |
|
|
2025
Q1 | $224K | Buy |
2,119
+387
| +22% | +$40.9K | 0.01% | 578 |
|
|
2024
Q4 | $168K | Hold |
1,732
| – | – | ﹤0.01% | 635 |
|
|
2024
Q3 | $171K | Buy |
1,732
+211
| +14% | +$20.9K | ﹤0.01% | 635 |
|
|
2024
Q2 | $131K | Hold |
1,521
| – | – | ﹤0.01% | 647 |
|
|
2024
Q1 | $115K | Buy |
1,521
+460
| +43% | +$34.8K | ﹤0.01% | 668 |
|
|
2023
Q4 | $80.6K | Buy |
1,061
+118
| +13% | +$8.96K | ﹤0.01% | 725 |
|
|
2023
Q3 | $65.1K | Sell |
943
-63
| -6% | -$4.35K | ﹤0.01% | 726 |
|
|
2023
Q2 | $84.1K | Buy |
1,006
+120
| +14% | +$10K | ﹤0.01% | 691 |
|
|
2023
Q1 | $65.5K | Buy |
886
+44
| +5% | +$3.25K | ﹤0.01% | 722 |
|
|
2022
Q4 | $59.5K | Buy |
842
+431
| +105% | +$30.4K | ﹤0.01% | 707 |
|
|
2022
Q3 | $23.2K | Hold |
411
| – | – | ﹤0.01% | 882 |
|
|
2022
Q2 | $22.3K | Hold |
411
| – | – | ﹤0.01% | 895 |
|
|
2022
Q1 | $27.3K | Buy |
+411
| New | +$27.3K | ﹤0.01% | 890 |
|