Whalen Wealth Management’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	$445K	Buy	4,755 +856	+22%	+$80K	0.28%	106
2025 Q1	$412K	Buy	3,899 +1,344	+53%	+$142K	0.27%	81
2024 Q4	$247K	Buy	+2,555	New	+$247K	0.17%	118