WealthPLAN Partners’s Main Street Capital MAIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.19M	Sell	22,413 -638	-3%	-$37.8K	0.23%	106
2025 Q4	$1.39M	Buy	23,051 +743	+3%	+$43.8K	0.21%	110
2025 Q3	$1.42M	Buy	22,308 +49	+0.2%	+$3.17K	0.21%	107
2025 Q2	$1.32M	Buy	22,259 +325	+1%	+$18K	0.21%	106
2025 Q1	$1.24M	Sell	21,934 -373	-2%	-$22.2K	0.17%	111
2024 Q4	$1.31M	Sell	22,307 -941	-4%	-$50.2K	0.19%	113
2024 Q3	$1.17M	Buy	23,248 +62	+0.3%	+$3.1K	0.16%	118
2024 Q2	$1.17M	Sell	23,186 -556	-2%	-$27.1K	0.13%	137
2024 Q1	$1.12M	Buy	23,742 +66	+0.3%	+$2.98K	0.12%	146
2023 Q4	$1.02M	Buy	23,676 +68	+0.3%	+$2.78K	0.11%	155
2023 Q3	$959K	Buy	23,608 +8,884	+60%	+$363K	0.11%	148
2023 Q2	$589K	Sell	14,724 -9,149	-38%	-$363K	0.08%	172
2023 Q1	$942K	Sell	23,873 -456	-2%	-$18K	0.11%	153
2022 Q4	$965K	Buy	+24,329	New	+$889K	0.07%	178
2017 Q2	–	Sell	-98	Closed	-$3.72K	–	330
2017 Q1	$3.72K	Buy	+98	New	+$3.62K	0.01%	374
2016 Q3	$35.4K	Sell	1,028 -1,026	-50%	-$34.7K	0.01%	389
2016 Q2	$33.8K	Buy	+2,054	New	+$65.4K	﹤0.01%	1110