EverSource Wealth Advisors’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	$46K	Buy	499 +59	+13%	+$5.28K	﹤0.01%	1954
2025 Q4	$37K	Sell	440 -86	-16%	-$7.45K	﹤0.01%	1959
2025 Q3	$48.5K	Sell	526 -50	-9%	-$4.46K	﹤0.01%	1740
2025 Q2	$49K	Buy	576 +326	+130%	+$25.8K	﹤0.01%	1632
2025 Q1	$19.4K	Buy	250 +163	+187%	+$13K	﹤0.01%	1699
2024 Q4	$6.5K	Sell	87 -37	-30%	-$3.05K	﹤0.01%	2227
2024 Q3	$10.7K	Buy	124 +27	+28%	+$2.21K	﹤0.01%	1826
2024 Q2	$8.63K	Sell	97 -63	-39%	-$5.6K	﹤0.01%	1935
2024 Q1	$14.6K	Buy	160 +67	+72%	+$6.57K	﹤0.01%	1511
2023 Q4	$9.42K	Buy	93 +9	+11%	+$891	﹤0.01%	1575
2023 Q3	$8.24K	Sell	84 -12	-13%	-$1.18K	﹤0.01%	1496
2023 Q2	$9.15K	Buy	96 +69	+256%	+$6.33K	﹤0.01%	1481
2023 Q1	$2.27K	Buy	+27	New	+$2.24K	﹤0.01%	1901
2022 Q4	–	Sell	-134	Closed	-$10K	–	2382
2022 Q3	$10K	Sell	134 -671	-83%	-$52.9K	﹤0.01%	1140
2022 Q2	$60K	Buy	805 +671	+501%	+$55.1K	0.02%	564
2022 Q1	$11K	Hold	134	–	–	﹤0.01%	938
2021 Q4	$11K	Buy	+134	New	+$11.2K	﹤0.01%	927