PJWM
Philip James Wealth Mangement’s Generac Holdings GNRC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.15M | Sell |
8,041
-53
| -0.7% | -$7.59K | 0.15% | 83 |
|
2025
Q1 | $1.03M | Sell |
8,094
-523
| -6% | -$66.2K | 0.12% | 83 |
|
2024
Q4 | $1.34M | Sell |
8,617
-2,609
| -23% | -$405K | 0.17% | 73 |
|
2024
Q3 | $1.78M | Buy |
+11,226
| New | +$1.78M | 0.22% | 60 |
|