Carson Wealth (CWM LLC)’s McGrath RentCorp MGRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.48M | Buy |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $948K | Sell |
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|
2024
Q2 | $981K | Sell |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.43M | Sell |
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|
2023
Q3 | $1.34M | Sell |
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|
2023
Q2 | $1.38M | Sell |
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|
2023
Q1 | $1.48M | Sell |
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|
2022
Q4 | $1.63M | Sell |
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|
2022
Q3 | $1.43M | Sell |
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|
2022
Q2 | $1.35M | Sell |
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|
2022
Q1 | $1.6M | Sell |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q2 | $1.99M | Hold |
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|
2021
Q1 | $1.99M | Hold |
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|
2020
Q4 | $1.99M | Hold |
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|
2020
Q3 | $1.99M | Hold |
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|
2020
Q2 | $1.99M | Hold |
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|
2020
Q1 | $1.99M | Hold |
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|
2019
Q4 | $1.99M | Hold |
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|
2019
Q3 | $1.99M | Hold |
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|
2019
Q2 | $1.99M | Hold |
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|
2019
Q1 | $1.99M | Buy |
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|
2018
Q4 | $1K | Hold |
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|
2018
Q3 | $1K | Buy |
|