Yorktown Management & Research Company’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 |
-2,950
| Closed | -$312K | – | 229 |
|
2025
Q1 | $312K | Buy |
+2,950
| New | +$312K | 0.34% | 143 |
|
2020
Q3 | – | Sell |
-8,400
| Closed | -$383K | – | 258 |
|
2020
Q2 | $383K | Hold |
8,400
| – | – | 0.34% | 79 |
|
2020
Q1 | $262K | Buy |
+8,400
| New | +$262K | 0.26% | 148 |
|
2016
Q1 | – | Sell |
-14,500
| Closed | -$270K | – | 397 |
|
2015
Q4 | $270K | Hold |
14,500
| – | – | 0.05% | 286 |
|
2015
Q3 | $347K | Hold |
14,500
| – | – | 0.06% | 208 |
|
2015
Q2 | $312K | Buy |
+14,500
| New | +$312K | 0.05% | 225 |
|