WLG

Williamson Legacy Group’s Merit Medical Systems MMSI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,109	Closed	-$1.07M	–	127
2025 Q1	$1.07M	Buy	10,109 +1,234	+14%	+$130K	1.01%	44
2024 Q4	$858K	Sell	8,875 -31	-0.3%	-$3K	0.57%	58
2024 Q3	$880K	Buy	+8,906	New	+$880K	0.59%	56