Westover Capital Advisors’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 | – | Sell |
-6,728
| Closed | -$711K | – | 236 |
|
|
2025
Q1 | $711K | Buy |
6,728
+168
| +3% | +$17.8K | 0.16% | 117 |
|
|
2024
Q4 | $634K | Buy |
+6,560
| New | +$634K | 0.14% | 126 |
|
|
2023
Q4 | – | Sell |
-16,445
| Closed | -$1.14M | – | 185 |
|
|
2023
Q3 | $1.14M | Sell |
16,445
-5,981
| -27% | -$413K | 0.41% | 56 |
|
|
2023
Q2 | $1.88M | Buy |
22,426
+1,619
| +8% | +$135K | 0.65% | 43 |
|
|
2023
Q1 | $1.54M | Buy |
+20,807
| New | +$1.54M | 0.57% | 52 |
|