Carson Wealth (CWM LLC)’s McGrath RentCorp MGRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
9,577
+439
| +5% | +$50.9K | ﹤0.01% | 1197 |
|
|
2025
Q1 | $1.02M | Sell |
9,138
-974
| -10% | -$109K | ﹤0.01% | 1116 |
|
|
2024
Q4 | $1.13M | Buy |
10,112
+1,103
| +12% | +$123K | ﹤0.01% | 1016 |
|
|
2024
Q3 | $948K | Sell |
9,009
-202
| -2% | -$21.3K | ﹤0.01% | 1068 |
|
|
2024
Q2 | $981K | Sell |
9,211
-1,148
| -11% | -$122K | ﹤0.01% | 899 |
|
|
2024
Q1 | $1.28M | Sell |
10,359
-1,569
| -13% | -$194K | 0.01% | 760 |
|
|
2023
Q4 | $1.43M | Sell |
11,928
-1,404
| -11% | -$168K | 0.01% | 670 |
|
|
2023
Q3 | $1.34M | Sell |
13,332
-1,585
| -11% | -$159K | 0.01% | 636 |
|
|
2023
Q2 | $1.38M | Sell |
14,917
-958
| -6% | -$88.6K | 0.01% | 606 |
|
|
2023
Q1 | $1.48M | Sell |
15,875
-634
| -4% | -$59.1K | 0.01% | 544 |
|
|
2022
Q4 | $1.63M | Sell |
16,509
-575
| -3% | -$56.8K | 0.01% | 478 |
|
|
2022
Q3 | $1.43M | Sell |
17,084
-648
| -4% | -$54.4K | 0.01% | 462 |
|
|
2022
Q2 | $1.35M | Sell |
17,732
-1,145
| -6% | -$87K | 0.01% | 488 |
|
|
2022
Q1 | $1.6M | Sell |
18,877
-3,473
| -16% | -$295K | 0.01% | 446 |
|
|
2021
Q4 | $1.79M | Buy |
+22,350
| New | +$1.79M | 0.01% | 453 |
|
|
2021
Q2 | $1.99M | Hold |
24,397
| – | – | 0.02% | 424 |
|
|
2021
Q1 | $1.99M | Hold |
24,397
| – | – | 0.02% | 424 |
|
|
2020
Q4 | $1.99M | Hold |
24,397
| – | – | 0.02% | 424 |
|
|
2020
Q3 | $1.99M | Hold |
24,397
| – | – | 0.02% | 424 |
|
|
2020
Q2 | $1.99M | Hold |
24,397
| – | – | 0.02% | 424 |
|
|
2020
Q1 | $1.99M | Hold |
24,397
| – | – | 0.02% | 424 |
|
|
2019
Q4 | $1.99M | Hold |
24,397
| – | – | 0.02% | 424 |
|
|
2019
Q3 | $1.99M | Hold |
24,397
| – | – | 0.02% | 424 |
|
|
2019
Q2 | $1.99M | Hold |
24,397
| – | – | 0.02% | 424 |
|
|
2019
Q1 | $1.99M | Buy |
24,397
+24,378
| +128,305% | +$1.99M | 0.02% | 424 |
|
|
2018
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 1926 |
|
|
2018
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1700 |
|