EP Wealth Advisors’s McGrath RentCorp MGRC Stock Holding History

EP Wealth Advisors’s Portfolio MGRC Stock Details MGRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$408K	Buy
2025 Q1	$269K	Sell
2024 Q4	$270K	Buy
2024 Q3	$229K	Hold
2024 Q2	$232K	Hold
2024 Q1	$269K	Hold
2023 Q4	$260K	Sell
2023 Q3	$221K	Buy
2023 Q2	–	Sell
2023 Q1	$323K	Sell
2022 Q4	$212K	Buy