Allworth Financial’s Columbus McKinnon CMCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.24K | Buy |
343
+36
| +12% | +$550 | ﹤0.01% | 3227 |
|
|
2025
Q1 | $4.54K | Buy |
307
+197
| +179% | +$2.91K | ﹤0.01% | 2809 |
|
|
2024
Q4 | $4.09K | Buy |
110
+94
| +588% | +$3.5K | ﹤0.01% | 2841 |
|
|
2024
Q3 | $576 | Hold |
16
| – | – | ﹤0.01% | 3381 |
|
|
2024
Q2 | $588 | Hold |
16
| – | – | ﹤0.01% | 3327 |
|
|
2024
Q1 | $715 | Hold |
16
| – | – | ﹤0.01% | 3181 |
|
|
2023
Q4 | $625 | Hold |
16
| – | – | ﹤0.01% | 3078 |
|
|
2023
Q3 | $559 | Sell |
16
-47
| -75% | -$1.64K | ﹤0.01% | 3016 |
|
|
2023
Q2 | $2.57K | Hold |
63
| – | – | ﹤0.01% | 2379 |
|
|
2023
Q1 | $2.34K | Buy |
63
+47
| +294% | +$1.75K | ﹤0.01% | 2345 |
|
|
2022
Q4 | $520 | Buy |
+16
| New | +$520 | ﹤0.01% | 2619 |
|