Creative Planning’s McGrath RentCorp MGRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.29M | Buy |
11,720
+4,674
| +66% | +$520K | ﹤0.01% | 2252 |
|
|
2025
Q4 | $739K | Sell |
7,046
-6,659
| -49% | -$722K | ﹤0.01% | 2519 |
|
|
2025
Q3 | $1.61M | Buy |
13,705
+4,567
| +50% | +$551K | ﹤0.01% | 1718 |
|
|
2025
Q2 | $1.06M | Buy |
9,138
+2,649
| +41% | +$294K | ﹤0.01% | 1804 |
|
|
2025
Q1 | $723K | Sell |
6,489
-740
| -10% | -$87.5K | ﹤0.01% | 1980 |
|
|
2024
Q4 | $808K | Buy |
7,229
+2,467
| +52% | +$283K | ﹤0.01% | 1820 |
|
|
2024
Q3 | $501K | Sell |
4,762
-533
| -10% | -$56.5K | ﹤0.01% | 2113 |
|
|
2024
Q2 | $564K | Buy |
5,295
+38
| +0.7% | +$4.18K | ﹤0.01% | 1848 |
|
|
2024
Q1 | $649K | Buy |
5,257
+753
| +17% | +$91K | ﹤0.01% | 1658 |
|
|
2023
Q4 | $539K | Buy |
+4,504
| New | +$468K | ﹤0.01% | 1662 |
|
|
2020
Q2 | – | Sell |
-7,840
| Closed | -$411K | – | 2084 |
|
|
2020
Q1 | $411K | Hold |
7,840
| – | – | ﹤0.01% | 1045 |
|
|
2019
Q4 | $600K | Buy |
+7,840
| New | +$569K | ﹤0.01% | 1013 |
|
|
2017
Q3 | – | Sell |
-475
| Closed | -$16K | – | 2969 |
|
|
2017
Q2 | $16K | Buy |
475
+75
| +19% | +$2.56K | ﹤0.01% | 3327 |
|
|
2017
Q1 | $13K | Hold |
400
| – | – | ﹤0.01% | 3428 |
|
|
2016
Q4 | $16K | Hold |
400
| – | – | ﹤0.01% | 3222 |
|
|
2016
Q3 | $13K | Hold |
400
| – | – | ﹤0.01% | 3328 |
|
|
2016
Q2 | $12K | Hold |
400
| – | – | ﹤0.01% | 3132 |
|
|
2016
Q1 | $10K | Hold |
400
| – | – | ﹤0.01% | 3229 |
|
|
2015
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 3304 |
|
|
2015
Q3 | $11K | Buy |
+400
| New | +$10.7K | ﹤0.01% | 3148 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$13K | – | 2230 |
|
|
2015
Q1 | $13K | Hold |
400
| – | – | ﹤0.01% | 3023 |
|
|
2014
Q4 | $14K | Hold |
400
| – | – | ﹤0.01% | 2916 |
|
|
2014
Q3 | $14K | Sell |
400
-100
| -20% | -$3.65K | ﹤0.01% | 2747 |
|
|
2014
Q2 | $18K | Buy |
500
+100
| +25% | +$3.38K | ﹤0.01% | 2556 |
|
|
2014
Q1 | $14K | Hold |
400
| – | – | ﹤0.01% | 2587 |
|
|
2013
Q4 | $16K | Buy |
+400
| New | +$14.8K | ﹤0.01% | 2317 |
|
Other funds holding MGRC
RRAM
VPM
VCM
CCM
EC
