Integrated Wealth Concepts’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
$574K Buy
6,753
+895
+15% +$76.1K 0.01% 1195
2025
Q1
$455K Buy
+5,858
New +$455K 0.01% 1184
2022
Q3
Sell
-4,927
Closed -$370K 991
2022
Q2
$370K Buy
4,927
+514
+12% +$38.6K 0.01% 689
2022
Q1
$376K Buy
4,413
+795
+22% +$67.7K 0.01% 662
2021
Q4
$304K Buy
3,618
+615
+20% +$51.7K 0.01% 770
2021
Q3
$241K Buy
3,003
+21
+0.7% +$1.69K 0.01% 823
2021
Q2
$268K Buy
+2,982
New +$268K 0.01% 688