WIM
WealthPlan Investment Management’s MSC Industrial Direct MSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
142,009
+16,026
| +13% | +$1.36M | 0.88% | 31 |
|
|
2025
Q1 | $9.79M | Buy |
125,983
+4,536
| +4% | +$352K | 0.96% | 32 |
|
|
2024
Q4 | $9.07M | Sell |
121,447
-809
| -0.7% | -$60.4K | 0.9% | 36 |
|
|
2024
Q3 | $10.5M | Sell |
122,256
-799
| -0.6% | -$68.8K | 1.07% | 29 |
|
|
2024
Q2 | $9.76M | Sell |
123,055
-936
| -0.8% | -$74.2K | 1.48% | 18 |
|
|
2024
Q1 | $12M | Sell |
123,991
-2,404
| -2% | -$233K | 1.84% | 10 |
|
|
2023
Q4 | $12.8M | Buy |
126,395
+1,627
| +1% | +$165K | 2.05% | 3 |
|
|
2023
Q3 | $12.2M | Buy |
124,768
+59,482
| +91% | +$5.84M | 2.16% | 4 |
|
|
2023
Q2 | $6.22M | Sell |
65,286
-65,028
| -50% | -$6.2M | 1.85% | 7 |
|
|
2023
Q1 | $10.9M | Sell |
130,314
-101,764
| -44% | -$8.55M | 1.88% | 8 |
|
|
2022
Q4 | $20.2M | Buy |
232,078
+896
| +0.4% | +$77.8K | 1.41% | 13 |
|
|
2022
Q3 | $19.4M | Buy |
+231,182
| New | +$19.4M | 1.42% | 18 |
|
|
2022
Q1 | $17.7M | Buy |
+213,664
| New | +$17.7M | 1.23% | 15 |
|