CreativeOne Wealth’s Merit Medical Systems MMSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.21M	Buy	17,545 +2,585	+17%	+$202K	0.03%	501
2025 Q4	$1.32M	Buy	14,960 +1,268	+9%	+$108K	0.03%	450
2025 Q3	$1.14M	Sell	13,692 -3,244	-19%	-$283K	0.03%	498
2025 Q2	$1.58M	Sell	16,936 -4,017	-19%	-$381K	0.04%	404
2025 Q1	$2.21M	Buy	20,953 +5,520	+36%	+$569K	0.07%	275
2024 Q4	$1.49M	Buy	15,433 +10,113	+190%	+$1.01M	0.05%	354
2024 Q3	$526K	Buy	5,320 +1,307	+33%	+$120K	0.02%	617
2024 Q2	$345K	Buy	4,013 +10	+0.2%	+$786	0.02%	579
2024 Q1	$303K	Buy	4,003 +375	+10%	+$28.9K	0.01%	718
2023 Q4	$276K	Buy	+3,628	New	+$253K	0.02%	525
2023 Q3	–	Sell	-6,221	Closed	-$520K	–	731
2023 Q2	$520K	Buy	+6,221	New	+$506K	0.02%	483