Forum Financial Management’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 | $254K | Buy |
2,192
+49
| +2% | +$5.68K | ﹤0.01% | 767 |
|
|
2025
Q1 | $239K | Buy |
2,143
+1
| +0% | +$111 | ﹤0.01% | 717 |
|
|
2024
Q4 | $240K | Buy |
2,142
+216
| +11% | +$24.2K | ﹤0.01% | 754 |
|
|
2024
Q3 | $203K | Hold |
1,926
| – | – | ﹤0.01% | 718 |
|
|
2024
Q2 | $205K | Hold |
1,926
| – | – | ﹤0.01% | 667 |
|
|
2024
Q1 | $238K | Hold |
1,926
| – | – | ﹤0.01% | 618 |
|
|
2023
Q4 | $230K | Buy |
+1,926
| New | +$230K | ﹤0.01% | 577 |
|