Carson Wealth (CWM LLC)’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 | $401K | Buy |
26,275
+22,853
| +668% | +$349K | ﹤0.01% | 1692 |
|
|
2025
Q1 | $58K | Buy |
3,422
+1,512
| +79% | +$25.6K | ﹤0.01% | 2846 |
|
|
2024
Q4 | $71K | Buy |
1,910
+444
| +30% | +$16.5K | ﹤0.01% | 2516 |
|
|
2024
Q3 | $53K | Sell |
1,466
-351
| -19% | -$12.7K | ﹤0.01% | 2637 |
|
|
2024
Q2 | $63K | Buy |
1,817
+1,584
| +680% | +$54.9K | ﹤0.01% | 2297 |
|
|
2024
Q1 | $10K | Buy |
+233
| New | +$10K | ﹤0.01% | 3315 |
|
|
2023
Q4 | – | Sell |
-2
| Closed | – | – | 4170 |
|
|
2023
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 4209 |
|
|
2023
Q1 | – | Sell |
-14
| Closed | – | – | 4069 |
|
|
2022
Q4 | $0 | Sell |
14
-326
| -96% | – | ﹤0.01% | 3983 |
|
|
2022
Q3 | $9K | Buy |
340
+82
| +32% | +$2.17K | ﹤0.01% | 2732 |
|
|
2022
Q2 | $7K | Buy |
258
+116
| +82% | +$3.15K | ﹤0.01% | 2781 |
|
|
2022
Q1 | $6K | Buy |
142
+100
| +238% | +$4.23K | ﹤0.01% | 2725 |
|
|
2021
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 3087 |
|