SageView Advisory Group’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
2025 Q4	$453K	Sell	5,135 -43	-0.8%	-$3.66K	0.02%	379
2025 Q3	$431K	Buy	5,178 +39	+0.8%	+$3.4K	0.01%	418
2025 Q2	$434K	Buy	5,139 +74	+1%	+$7.01K	0.02%	400
2025 Q1	$535K	Buy	5,065 +153	+3%	+$15.8K	0.02%	335
2024 Q4	$475K	Buy	4,912 +86	+2%	+$8.57K	0.02%	350
2024 Q3	$477K	Buy	4,826 +1,331	+38%	+$122K	0.02%	307
2024 Q2	$300K	Buy	+3,495	New	+$275K	0.01%	429
2024 Q1	–	Sell	-3,262	Closed	-$258K	–	690
2023 Q4	$258K	Sell	3,262 -1,200	-27%	-$83.8K	0.01%	556
2023 Q3	$308K	Buy	4,462 +36	+0.8%	+$2.59K	0.02%	418
2023 Q2	$370K	Buy	4,426 +430	+11%	+$35K	0.02%	405
2023 Q1	$296K	Buy	3,996 +93	+2%	+$6.53K	0.02%	390
2022 Q4	$276K	Buy	+3,903	New	+$261K	0.02%	341