Cornerstone Planning Group’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	-14	Closed	-$1.31K	–	1634
2025 Q1	$1.31K	Hold	14	–	–	﹤0.01%	1076
2024 Q4	$1.48K	Hold	14	–	–	﹤0.01%	873
2024 Q3	$1.34K	Buy	14 +4	+40%	+$384	﹤0.01%	867
2024 Q2	$875	Buy	+10	New	+$875	﹤0.01%	969