Carson Wealth (CWM LLC)’s MSC Industrial Direct MSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
2,524
-531
| -17% | -$45.2K | ﹤0.01% | 2117 |
|
|
2025
Q1 | $237K | Buy |
3,055
+856
| +39% | +$66.4K | ﹤0.01% | 1813 |
|
|
2024
Q4 | $164K | Sell |
2,199
-1,800
| -45% | -$134K | ﹤0.01% | 1957 |
|
|
2024
Q3 | $344K | Buy |
3,999
+3,136
| +363% | +$270K | ﹤0.01% | 1472 |
|
|
2024
Q2 | $68K | Buy |
863
+557
| +182% | +$43.9K | ﹤0.01% | 2245 |
|
|
2024
Q1 | $30K | Buy |
306
+8
| +3% | +$784 | ﹤0.01% | 2641 |
|
|
2023
Q4 | $30K | Sell |
298
-37
| -11% | -$3.73K | ﹤0.01% | 2514 |
|
|
2023
Q3 | $33K | Buy |
335
+64
| +24% | +$6.3K | ﹤0.01% | 2345 |
|
|
2023
Q2 | $26K | Buy |
271
+62
| +30% | +$5.95K | ﹤0.01% | 2456 |
|
|
2023
Q1 | $18K | Buy |
209
+26
| +14% | +$2.24K | ﹤0.01% | 2579 |
|
|
2022
Q4 | $15K | Buy |
183
+64
| +54% | +$5.25K | ﹤0.01% | 2563 |
|
|
2022
Q3 | $9K | Buy |
119
+40
| +51% | +$3.03K | ﹤0.01% | 2756 |
|
|
2022
Q2 | $6K | Sell |
79
-19
| -19% | -$1.44K | ﹤0.01% | 2893 |
|
|
2022
Q1 | $8K | Buy |
98
+11
| +13% | +$898 | ﹤0.01% | 2621 |
|
|
2021
Q4 | $7K | Buy |
+87
| New | +$7K | ﹤0.01% | 2552 |
|
|
2021
Q2 | $6K | Hold |
67
| – | – | ﹤0.01% | 2297 |
|
|
2021
Q1 | $6K | Hold |
67
| – | – | ﹤0.01% | 2297 |
|
|
2020
Q4 | $6K | Hold |
67
| – | – | ﹤0.01% | 2297 |
|
|
2020
Q3 | $6K | Hold |
67
| – | – | ﹤0.01% | 2297 |
|
|
2020
Q2 | $6K | Hold |
67
| – | – | ﹤0.01% | 2297 |
|
|
2020
Q1 | $6K | Hold |
67
| – | – | ﹤0.01% | 2297 |
|
|
2019
Q4 | $6K | Hold |
67
| – | – | ﹤0.01% | 2297 |
|
|
2019
Q3 | $6K | Hold |
67
| – | – | ﹤0.01% | 2297 |
|
|
2019
Q2 | $6K | Hold |
67
| – | – | ﹤0.01% | 2297 |
|
|
2019
Q1 | $6K | Buy |
67
+56
| +509% | +$5.02K | ﹤0.01% | 2297 |
|
|
2018
Q4 | $1K | Sell |
11
-13
| -54% | -$1.18K | ﹤0.01% | 1933 |
|
|
2018
Q3 | $2K | Buy |
24
+13
| +118% | +$1.08K | ﹤0.01% | 1534 |
|
|
2018
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1551 |
|