Beverly Hills Private Wealth’s MSC Industrial Direct MSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
3,578
-177
| -5% | -$15K | 0.06% | 262 |
|
|
2025
Q1 | $292K | Buy |
3,755
+163
| +5% | +$12.7K | 0.06% | 272 |
|
|
2024
Q4 | $268K | Buy |
3,592
+167
| +5% | +$12.5K | 0.05% | 277 |
|
|
2024
Q3 | $295K | Sell |
3,425
-833
| -20% | -$71.7K | 0.06% | 274 |
|
|
2024
Q2 | $338K | Sell |
4,258
-201
| -5% | -$15.9K | 0.07% | 251 |
|
|
2024
Q1 | $433K | Sell |
4,459
-225
| -5% | -$21.8K | 0.1% | 220 |
|
|
2023
Q4 | $474K | Buy |
4,684
+67
| +1% | +$6.79K | 0.12% | 176 |
|
|
2023
Q3 | $453K | Sell |
4,617
-2,373
| -34% | -$233K | 0.13% | 161 |
|
|
2023
Q2 | $692K | Buy |
6,990
+3,551
| +103% | +$351K | 0.11% | 192 |
|
|
2023
Q1 | $289K | Buy |
3,439
+990
| +40% | +$83.2K | 0.09% | 222 |
|
|
2022
Q4 | $200K | Buy |
+2,449
| New | +$200K | 0.09% | 216 |
|