Peterson Wealth Services’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 | $40K | Buy |
345
+1
| +0.3% | +$116 | 0.01% | 158 |
|
|
2025
Q1 | $38.3K | Buy |
344
+2
| +0.6% | +$223 | 0.01% | 159 |
|
|
2024
Q4 | $38.3K | Buy |
342
+1
| +0.3% | +$112 | 0.01% | 155 |
|
|
2024
Q3 | $35.9K | Sell |
341
-22,039
| -98% | -$2.32M | 0.01% | 167 |
|
|
2024
Q2 | $2.38M | Buy |
22,380
+455
| +2% | +$48.5K | 0.83% | 38 |
|
|
2024
Q1 | $2.7M | Buy |
21,925
+4,442
| +25% | +$548K | 0.99% | 36 |
|
|
2023
Q4 | $2.09M | Sell |
17,483
-4,830
| -22% | -$578K | 0.9% | 36 |
|
|
2023
Q3 | $2.24M | Buy |
22,313
+950
| +4% | +$95.3K | 1.67% | 27 |
|
|
2023
Q2 | $1.98M | Buy |
21,363
+2,513
| +13% | +$232K | 0.95% | 36 |
|
|
2023
Q1 | $1.76M | Buy |
+18,850
| New | +$1.76M | 0.91% | 42 |
|