Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.36M | Buy |
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|
2025
Q2 | $363K | Buy |
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|
2025
Q1 | $283K | Sell |
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|
2024
Q4 | $283K | Sell |
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|
2024
Q3 | $338K | Buy |
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|
2024
Q2 | $242K | Buy |
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|
2024
Q1 | $255K | Buy |
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|
2023
Q4 | $257K | Buy |
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|
2023
Q3 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $288K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $29K | Hold |
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|
2017
Q1 | $34K | Sell |
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|
2016
Q4 | $33K | Sell |
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|
2016
Q3 | $99K | Buy |
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|
2016
Q2 | $93K | Buy |
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|
2016
Q1 | $99K | Sell |
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|
2015
Q4 | $89K | Hold |
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|
2015
Q3 | $96K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $116K | Sell |
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|
2014
Q4 | $155K | Buy |
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|
2014
Q3 | $61K | Buy |
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|
2014
Q2 | $32K | Hold |
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|
2014
Q1 | $29K | Sell |
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|
2013
Q4 | $31K | Buy |
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|
2013
Q3 | $20K | Hold |
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|
2013
Q2 | $19K | Buy |
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