Sequoia Financial Advisors’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 | $482K | Buy |
+5,667
| New | +$482K | ﹤0.01% | 1005 |
|
|
2024
Q2 | – | Sell |
-2,529
| Closed | -$245K | – | 1240 |
|
|
2024
Q1 | $245K | Buy |
+2,529
| New | +$245K | ﹤0.01% | 950 |
|
|
2023
Q3 | – | Sell |
-2,193
| Closed | -$209K | – | 984 |
|
|
2023
Q2 | $209K | Sell |
2,193
-77,993
| -97% | -$7.43M | ﹤0.01% | 853 |
|
|
2023
Q1 | $6.74M | Buy |
80,186
+445
| +0.6% | +$37.4K | 0.15% | 123 |
|
|
2022
Q4 | $6.51M | Buy |
79,741
+22,763
| +40% | +$1.86M | 0.16% | 120 |
|
|
2022
Q3 | $4.15M | Buy |
56,978
+6,633
| +13% | +$483K | 0.13% | 126 |
|
|
2022
Q2 | $3.78M | Buy |
50,345
+10,303
| +26% | +$774K | 0.11% | 136 |
|
|
2022
Q1 | $3.41M | Buy |
40,042
+8,094
| +25% | +$690K | 0.09% | 142 |
|
|
2021
Q4 | $2.69M | Buy |
+31,948
| New | +$2.69M | 0.07% | 153 |
|
|
2021
Q3 | – | Sell |
-23,702
| Closed | -$2.13M | – | 382 |
|
|
2021
Q2 | $2.13M | Buy |
23,702
+6,442
| +37% | +$578K | 0.08% | 147 |
|
|
2021
Q1 | $1.56M | Buy |
17,260
+2,225
| +15% | +$201K | 0.07% | 152 |
|
|
2020
Q4 | $1.27M | Buy |
+15,035
| New | +$1.27M | 0.06% | 162 |
|