Beverly Hills Private Wealth’s MSC Industrial Direct MSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$314K	Buy	3,406 +413	+14%	+$37K	0.05%	261
2025 Q4	$252K	Sell	2,993 -578	-16%	-$50.1K	0.04%	279
2025 Q3	$329K	Sell	3,571 -7	-0.2%	-$624	0.06%	247
2025 Q2	$304K	Sell	3,578 -177	-5%	-$14K	0.06%	263
2025 Q1	$292K	Buy	3,755 +163	+5%	+$13K	0.06%	272
2024 Q4	$268K	Buy	3,592 +167	+5%	+$13.8K	0.05%	277
2024 Q3	$295K	Sell	3,425 -833	-20%	-$68.1K	0.06%	274
2024 Q2	$338K	Sell	4,258 -201	-5%	-$17.9K	0.07%	251
2024 Q1	$433K	Sell	4,459 -225	-5%	-$22.1K	0.1%	220
2023 Q4	$474K	Buy	4,684 +67	+1%	+$6.63K	0.12%	176
2023 Q3	$453K	Sell	4,617 -2,373	-34%	-$234K	0.13%	161
2023 Q2	$692K	Buy	6,990 +3,551	+103%	+$326K	0.11%	192
2023 Q1	$289K	Buy	3,439 +990	+40%	+$82K	0.09%	222
2022 Q4	$200K	Buy	+2,449	New	+$200K	0.09%	216