BCWM
Bartlett & Co Wealth Management’s Generac Holdings GNRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3K | Buy |
142
+2
| +1% | +$286 | ﹤0.01% | 812 |
|
|
2025
Q1 | $17.7K | Hold |
140
| – | – | ﹤0.01% | 832 |
|
|
2024
Q4 | $21.7K | Hold |
140
| – | – | ﹤0.01% | 794 |
|
|
2024
Q3 | $22.2K | Hold |
140
| – | – | ﹤0.01% | 798 |
|
|
2024
Q2 | $18.5K | Hold |
140
| – | – | ﹤0.01% | 827 |
|
|
2024
Q1 | $17.7K | Hold |
140
| – | – | ﹤0.01% | 837 |
|
|
2023
Q4 | $18.3K | Sell |
140
-100
| -42% | -$13.1K | ﹤0.01% | 895 |
|
|
2023
Q3 | $26.2K | Buy |
+240
| New | +$26.2K | ﹤0.01% | 764 |
|
|
2023
Q2 | – | Sell |
-50
| Closed | -$5.4K | – | 1165 |
|
|
2023
Q1 | $5.4K | Hold |
50
| – | – | ﹤0.01% | 885 |
|
|
2022
Q4 | $5.03K | Buy |
50
+25
| +100% | +$2.52K | ﹤0.01% | 920 |
|
|
2022
Q3 | $4.45K | Buy |
+25
| New | +$4.45K | ﹤0.01% | 949 |
|
|
2020
Q1 | – | Sell |
-1,500
| Closed | -$151K | – | 866 |
|
|
2019
Q4 | $151K | Hold |
1,500
| – | – | ﹤0.01% | 367 |
|
|
2019
Q3 | $118K | Buy |
+1,500
| New | +$118K | ﹤0.01% | 381 |
|