Dakota Wealth Management’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	–	Sell	-2,302	Closed	-$203K	–	810
2025 Q4	$203K	Buy	+2,302	New	+$196K	﹤0.01%	748
2025 Q3	–	Sell	-2,890	Closed	-$270K	–	741
2025 Q2	$270K	Buy	2,890 +90	+3%	+$8.53K	0.01%	649
2025 Q1	$296K	Sell	2,800 -453	-14%	-$46.7K	0.01%	617
2024 Q4	$315K	Sell	3,253 -1,233	-27%	-$123K	0.01%	596
2024 Q3	$443K	Buy	4,486 +1,347	+43%	+$123K	0.01%	522
2024 Q2	$270K	Buy	3,139 +36	+1%	+$2.83K	0.01%	606
2024 Q1	$235K	Sell	3,103 -148	-5%	-$11.4K	0.01%	635
2023 Q4	$247K	Sell	3,251 -144	-4%	-$10.1K	0.01%	560
2023 Q3	$234K	Buy	3,395 +313	+10%	+$22.5K	0.01%	554
2023 Q2	$258K	Buy	3,082 +186	+6%	+$15.1K	0.01%	521
2023 Q1	$214K	Buy	+2,896	New	+$203K	0.01%	551