EWM
Empirical Wealth Management’s McGrath RentCorp MGRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
2,306
+5
| +0.2% | +$580 | 0.01% | 561 |
|
|
2025
Q1 | $256K | Sell |
2,301
-1,524
| -40% | -$170K | 0.01% | 547 |
|
|
2024
Q4 | $428K | Buy |
3,825
+5
| +0.1% | +$559 | 0.01% | 417 |
|
|
2024
Q3 | $402K | Buy |
3,820
+5
| +0.1% | +$526 | 0.01% | 407 |
|
|
2024
Q2 | $406K | Sell |
3,815
-1,595
| -29% | -$170K | 0.01% | 395 |
|
|
2024
Q1 | $667K | Buy |
5,410
+4
| +0.1% | +$493 | 0.02% | 298 |
|
|
2023
Q4 | $647K | Buy |
5,406
+6
| +0.1% | +$718 | 0.02% | 285 |
|
|
2023
Q3 | $541K | Buy |
5,400
+1,169
| +28% | +$117K | 0.02% | 292 |
|
|
2023
Q2 | $391K | Buy |
+4,231
| New | +$391K | 0.02% | 341 |
|