Carson Wealth (CWM LLC)’s Hyster-Yale Materials Handling HY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
42,305
+924
| +2% | +$36.8K | 0.01% | 1007 |
|
|
2025
Q1 | $1.72M | Sell |
41,381
-330
| -0.8% | -$13.7K | 0.01% | 876 |
|
|
2024
Q4 | $2.12M | Sell |
41,711
-123
| -0.3% | -$6.26K | 0.01% | 763 |
|
|
2024
Q3 | $2.67M | Sell |
41,834
-158
| -0.4% | -$10.1K | 0.01% | 610 |
|
|
2024
Q2 | $2.93M | Buy |
41,992
+192
| +0.5% | +$13.4K | 0.01% | 540 |
|
|
2024
Q1 | $2.68M | Buy |
41,800
+41,664
| +30,635% | +$2.67M | 0.01% | 549 |
|
|
2023
Q4 | $8K | Buy |
136
+100
| +278% | +$5.88K | ﹤0.01% | 3282 |
|
|
2023
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 3810 |
|
|
2023
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 3796 |
|
|
2023
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 3652 |
|
|
2022
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 3749 |
|
|
2022
Q3 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 3655 |
|
|
2019
Q1 | – | Sell |
-6
| Closed | – | – | 3050 |
|
|
2018
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 2159 |
|
|
2018
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1910 |
|
|
2018
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1722 |
|
|
2018
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1465 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1358 |
|
|
2017
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1510 |
|
|
2017
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1241 |
|
|
2017
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1233 |
|