Creative Planning’s McGrath RentCorp MGRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
9,138
+2,649
| +41% | +$307K | ﹤0.01% | 1799 |
|
|
2025
Q1 | $723K | Sell |
6,489
-740
| -10% | -$82.4K | ﹤0.01% | 1975 |
|
|
2024
Q4 | $808K | Buy |
7,229
+2,467
| +52% | +$276K | ﹤0.01% | 1815 |
|
|
2024
Q3 | $501K | Sell |
4,762
-533
| -10% | -$56.1K | ﹤0.01% | 2113 |
|
|
2024
Q2 | $564K | Buy |
5,295
+38
| +0.7% | +$4.05K | ﹤0.01% | 1841 |
|
|
2024
Q1 | $649K | Buy |
5,257
+753
| +17% | +$92.9K | ﹤0.01% | 1652 |
|
|
2023
Q4 | $539K | Buy |
+4,504
| New | +$539K | ﹤0.01% | 1658 |
|
|
2020
Q2 | – | Sell |
-7,840
| Closed | -$411K | – | 1868 |
|
|
2020
Q1 | $411K | Hold |
7,840
| – | – | ﹤0.01% | 1034 |
|
|
2019
Q4 | $600K | Buy |
+7,840
| New | +$600K | ﹤0.01% | 1006 |
|
|
2017
Q3 | – | Sell |
-475
| Closed | -$16K | – | 2893 |
|
|
2017
Q2 | $16K | Buy |
475
+75
| +19% | +$2.53K | ﹤0.01% | 3288 |
|
|
2017
Q1 | $13K | Hold |
400
| – | – | ﹤0.01% | 3391 |
|
|
2016
Q4 | $16K | Hold |
400
| – | – | ﹤0.01% | 3182 |
|
|
2016
Q3 | $13K | Hold |
400
| – | – | ﹤0.01% | 3278 |
|
|
2016
Q2 | $12K | Hold |
400
| – | – | ﹤0.01% | 3091 |
|
|
2016
Q1 | $10K | Hold |
400
| – | – | ﹤0.01% | 3196 |
|
|
2015
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 3256 |
|
|
2015
Q3 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 3117 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$13K | – | 2130 |
|
|
2015
Q1 | $13K | Hold |
400
| – | – | ﹤0.01% | 2987 |
|
|
2014
Q4 | $14K | Hold |
400
| – | – | ﹤0.01% | 2877 |
|
|
2014
Q3 | $14K | Sell |
400
-100
| -20% | -$3.5K | ﹤0.01% | 2713 |
|
|
2014
Q2 | $18K | Buy |
500
+100
| +25% | +$3.6K | ﹤0.01% | 2518 |
|
|
2014
Q1 | $14K | Hold |
400
| – | – | ﹤0.01% | 2551 |
|
|
2013
Q4 | $16K | Buy |
+400
| New | +$16K | ﹤0.01% | 2317 |
|